How to Set Up Contact Form 7 and WP E-Signature
Automatically collect digital signatures on contracts after a Contact Form 7 submission using ApproveMe.com's WP E-Signature.
1. Download and install required plugins
Before you can start collecting legally binding signatures with WP E-Signature + Contact Form 7, you'll need to make sure you have the following plugins installed and activated:
- WP E-Signature + WP E-Signature Business add-ons plugin (both come with the Plus or Elite license)
- Contact Form 7
- Contact Form 7 E-Signature integration (Visit E-Signature > Add-ons > Integrations > Find Contact Form 7 Signature Add-on > Enable > Activate)
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 Contact Form 7 data into the document
In this step, you have the ability to add fields that will 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 Contact Form 7 data, select the Signer Input Field icon (pencil icon) > select Contact Form 7 Data.
Using the dropdown menu, select your desired Contact Form > choose the form field > add it to your 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: [esigcf7 Formsid=”3″ field_id=”your-name”]
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 CF7 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 workflow 7 settings
Complete these settings by adding the fields for Signer Name and Signer Email > choose your signing logic (redirect to sign or email to sign) > select your document > and select your display type.
The formatting of these field inputs should be plain text, with no asterisks or brackets (see screenshot below). If the formatting of these inputs is incorrect, your document will not trigger.
6. Submit your form and sign a test document
Place your Contact Form 7 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 Contact Form 7 demo? Try ours here!
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