WP Forms Signature Contract Add-On

<p><strong>Add New Document:</strong> Once you’ve installed the WP e-signature, you will need to draft up a new “Stand Alone Document”</p>

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

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

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

<p><strong>Document Signing Options (optional):</strong> The powerful WP e-signature tool by ApproveMe features plenty of customizable options including: Signing reminder Emails, Attach PDF to emails, Dropbox Sync, Auto Register WordPress Users, and TONS more. To read all about the available add-on features (which come with the license) please see: <a href="http://aprv.me/2lNRp2C">https://www.approveme.com/esign-integrations</a></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 WP Form. This is pretty straight forward. Just click the button “LET’S GO NOW!” to be redirected to the actions/trigger tab for your specific WP Form.</p>

<p><strong>Define Your Signing Logic:</strong> This is the page (inside of WP 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>User Submits a WP Forms</strong> Once a user submits the WP Form that you connected to your WP e-signature contract, they will either be immediately redirected to the contract or emailed an unique invitation to sign their contract. All submitted details from WP Forms will be included.</p>

<p><strong>Review &amp; eSign:</strong> Your users will review the contract before finalizing the contract with their signature.</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="http://aprv.me/2kveV3E">read all about the security of this report here</a>.</p>