How to Set up Gravity Forms + WP E-Signature Integration
Automatically collect digital signatures on contracts after a Gravity Forms submission using ApproveMe.com's WP E-Signature.
1. Download and install the required plugins
Before you can start collecting legally binding signatures with WP E-Signature + Gravity Forms, 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)
- Gravity Forms
- Gravity Forms E-Signature integration (Visit E-Signature > Add-ons > Integrations > Find Gravity Forms E-Signature Add-on > Enable > Activate)
2. Create a stand alone document
Give your document a title > type or paste in your general document content.
3. Insert Gravity Forms 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 Gravity Forms data, select the Signer Input Field icon (pencil icon) > select Gravity Forms Data.
Using the dropdown menu, select your desired Gravity Form > Next Step > select your desired form field or insert all fields > 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: [esigGravity Formsid=”3″ field_id=”1″ ]
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 Gravity 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 Gravity Forms workflow settings
If you selected Let's Go Now, you’re already on the correct page. If you didn’t, you can visit Gravity Forms > find your form > Settings > WP E-Signature.
Complete these settings by selecting your form fields for name and email, choosing your signing logic, selecting your document, and display type.
6. Submit your form and sign a test document
Place your Gravity 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.
Still have questions? We'd love to help!