How to Set Up Contact Form 7 and WPESignature
A WPESignature Pro or Ultimate license is required in order to integrate with Contact Form 7 and collect a legally binding signature.
1. Download and install required plugins.
ApproveMe's WPESignature requires a few more plugins/add-ons so you can unlock the power and automate Contact Form 7 workflows with legally binding Digital Signatures. You’ll need to download the following:
2. Create a stand alone document.
Hover over eSignature > add new document > stand alone document.
To learn more about stand alone documents, check out this helpful article
3. Insert Contact Form 7 user data into the document.
If you don't want form data to populate into your document, simply add your desired text and move to step 4.
1. Open your document in editing mode > select the Signer Input Field icon (pencil icon) at the top right of the toolbar > select Contact Form 7 Data.
2. Using the dropdown menu, select your desired Contact Form > choose the form field > add it to your document.
A shortcode for each field will be generated and added to your document content. Later, when the form is submitted, the form data will be displayed in its place.
The field will look like this in your document: [esigcf7 Formsid=”3″ field_id=”your-name”]
You can move the shortcode anywhere in your contract and it will display the user’s submitted data wherever you have it 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.
5. Almost there... you're 50% complete!
After your document is published, follow the prompt to connect your form and stand alone document.
To do this, click Let's Go Now! in the pop-up that appears after you publish or visit your form in editing mode > settings > eSignature tab.
6. Finish setting up the eSignature Contact Form 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.
It’s important to note that 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.
That’s it! Now you’ll just need to save your settings and put your Contact Form 7 form on a page to submit a test entry.
Want to check out a live E-Signature Contact Form 7 demo? Check out ours here: Try Our Free Contact Form 7 + WPESignature Demo!