Formidable Forms Signature Online Contract Automation

<p><strong>Add New Document:</strong> After installing the WP E-Signature, you will need to draft up a new “Stand Alone Document”</p>

<p><strong>Formidable Forms Data</strong> If you click the Signer Input Fields icon you will see the option “Formidable Forms Data.” Click this to connect a WP Form to this contract.</p>

<p><strong>Select Your Formidable Forms:</strong> If you already have your Formidable Form created you can easily insert dynamic field data (from the form that is being submitted/triggering this contract) by selecting the Formidable Form.</p>

<p><strong>Choose Your Formidable Forms Fields:</strong> After selecting your Formidable Form you will see the available field options from this particular Formidable Form. You can easily insert dynamic data from your form anywhere in this new contract.</p>

<p><strong>Connect Your Document to a Page:</strong>Once you’re satisfied with your contract, you will need to select a BLANK WordPress page to attach this document to.</p>

<p><strong>Click “LET’S GO NOW”:</strong>After you have published your contract, you just need to connect your Stand Alone Document to your Formidable Form. This is pretty straight forward. Just click the “LET’S GO NOW!” button to be redirected to the actions/trigger tab for your specific form.</p>

<p><strong>Define Your Signing Logic:</strong> This is the page (inside of Formidable Forms) that needs to be customized. Please choose the Signer’s Full Name and the Signer’s Email address along with any other additional e-signature settings you’d like to include with your contract.</p>

<p><strong>How to Get to the E-Signature Tab</strong> Once you are inside of your Formidable Form click “Settings”</p>

<p><strong>Form Actions</strong> Now we’ll need to select the “Form Actions” option to get to the “E-Signature” related options.</p>

<p><strong>E-Signature Icon</strong> Click the “Pen Icon” to step into the E-Signature related settings.</p>

<p><strong>User Submits a Formidable Forms</strong> Once a user submits the Formidable Form that you connected to your e-signature contract, they will either be immediately redirected to the contract or emailed a unique invitation to sign their contract. All submitted details from Formidable Forms will be included.</p>

<p><strong>Review &amp; eSign:</strong> With their e-signature, the customers agree to the terms of the document.</p>

<p><strong>Select a Digital Signature:</strong>Signers can choose a typed or digital signature</p>

<p><strong>Agree &amp; eSign:</strong> With their e-signature, the customers agree to the terms of the document.</p>

<p><strong>View Signed Document Email:</strong>Signers will be sent an email that includes the link to the document (and a PDF version of the contract if you opted for this method).</p>

<p><strong>Save as PDF:</strong>Customers can either view, print or download their signed document from the website. To do this, they need to click “View Signed Document” in the email that was sent to them upon signing. (With the “Attach as PDF” add-on installed, you can also automatically include the signed contract as a PDF attachment in this email.)</p>

<p><strong>WordPress Audit Trail e-signature Certificate:</strong> Proving signer intent is a very important component to signing electronic documents. Every contract that is signed using WP E-Signature includes a detailed Signature Certificate. You can <a href="https://www.approveme.com/wordpress-audit-trail-e-signature-certificate/?utm_source=wprepo&amp;utm_medium=link&amp;utm_campaign=formidable-forms">read all about the security of this report here</a>.</p>