How to Set Up Caldera Forms and WP E-Signature
Automatically collect digital signatures on contracts after a Caldera Form submission using ApproveMe’s WP E-Signature. Collect UETA/ESIGN Compliant legally binding contracts with WordPress.
A WP E-Signature Pro or Ultimate license is required in order to integrate with Caldera Forms and collect a legally binding signature.
1. Download and install the required plugins
Before you can start collecting legally binding signatures with WP E-Signature + Caldera Forms, you'll need to make sure you have the following plugins installed and activated:
2. Create a stand alone document
Hover over E-Signature > Add New Document > Stand Alone Document.
Give your document a title > type or paste in your general document content.
3. Insert Caldera Forms data into the document
In this step, you have the ability to add fields that wil later populate data that was submitted in the form into your document. If you don't want form data to populate into your document, move to step 4.
If you'd like to add Caldera Forms data, select the Signer Input Field icon (pencil icon) > select Caldera Forms data.
Using the dropdown menu, select your desired Caldera Form > Next Step > select your desired form field > choose your desired display option > Add to Document.
A shortcode will be generated as a placeholder for each field and the actual values will be displayed once the form is submitted.
The field will look like this in your document: [esigcaldera formid="CF610d5dd5584e7" field_id="fld_29462" display="value" ]
You can move these shortcodes anywhere in your contract to display the user's submitted data wherever the shortcode is located.
4. Choose your document options and save settings
After you have entered all of your desired content and Caldera Forms fields, you are ready to configure your document options.
The only document option that is required is assigning the stand alone document to an existing page using the Display on this page dropdown or creating a new WP page for this document.
When your document options are completed, publish your document and select Let's Go Now to finish the workflow settings.
5. Finish configuring the E-Signature Caldera Forms workflow settings
If you selected Let's Go Now, you're already on the correct page. If you didn't, you can visit Caldera Forms > find your form > edit > processors > WP E-Signature.
Complete these settings by selecting your form fields for name and email > choose your signing logic > select your document > select display type.
6. Submit your form and sign a test document
Place your Caldera Form on a WordPress page or visit it in preview mode > fill it in (just like a signer would) > submit it to trigger and sign a test document.
Want to check out a live E-Signature Caldera Forms demo? Check out ours here!
Still have questions? Connect with a support hero.