Get Started with Caldera Forms & WP E-Signature by ApproveMe
Follow these easy steps to get started!
Step 1. Download and install the required plugins.
Congrats on installing our Digital Signature Caldera Forms Add-on! You’re almost ready! ApproveMe’s WP E-Signature requires a few more plugins/add-ons so you can unlock the power and automate Caldera Forms workflows, with legally binding Digital Signatures. You’ll need to download the following:
Step 2. Activate your ApproveMe license key.
Once you have purchased a Professional license (or higher) from ApproveMe, you will need to enter your license key to use the plugin, activate updates and access support.
You can access your license key on your ApproveMe Profile Page (password was emailed with your purchase receipt). Then, visit E-Signature —> settings —> license tab and enter your license key.
Step 3. Create a blank WordPress page.
After the ApproveMe plugins are installed and your settings are saved, you will need to create a blank WordPress page for each Stand Alone Document to ‘live’ on.
To create a new WordPress page, navigate to your WP backend —> pages tab —> add new. Give this page a title and save (leaving the content blank).
Step 4. Create a stand alone document.
Ok, you’re doing great! You’re almost there! Now that you’ve created a blank WordPress page, we need to create a Stand Alone Document to attach to that WordPress page.
To create a new stand alone document, hover over the E-Signature menu —> add new document —> stand alone document.
To learn more about Stand Alone Documents, check out the stand alone document documentation page here!
Step 5. Insert Caldera Forms user data into a contract.
This step is optional and will vary based on your desired outcome.
Our Caldera Forms add-on gives you the ability to integrate Caldera Forms user data (that was submitted in the form) into a document that will either be emailed to the user or displayed to the user after they submit the form.
How to insert Caldera Form field data into a contract:
To insert Caldera Forms Data into your document, you will need the Signer Input Fields add-on enabled (E-Signature —> add-ons).
- Open your document in editing mode. Select the Signer Input Field icon (pencil icon) at the top right of the toolbar.
- Using the dropdown menu, select the Caldera Form that you have already created and would like to connect to your contract.
- Choose the form field and the type of display you would like to insert into your new contract.
A shortcode will be generated in your document with this information. Don’t worry though, the actual values will be displayed in its place once they sign your document!
The field will look something like this in your document:
[esigCaldera Formsid=”3″ field_id=”1″ ]
You can move the shortcode that gets automatically generated anywhere in your contract and it will display the user’s submitted data wherever you have the shortcode located.
Step 6. Choose your document options and save settings.
After you have entered all of your desired document content and Caldera Forms fields and have connected your Caldera Form to your Stand Alone Document, you are ready to configure your document options.
Note: Before you can publish your contract, you will need to assign your Stand Alone Document to the blank WordPress page you created earlier. You can do so by searching for and selecting the page from the “Display on this page” dropdown menu located under the “Document Options” section.
Step 7. Almost there… you’re 50% complete!
Once you’ve published your Stand Alone Document you are 50% complete. Next, you’ll need to choose your ‘trigger’ and ‘action’ options for this document in the Caldera Forms workflow settings.
To do this, click Let’s Go Now! in the pop-up that appears after you publish your stand alone document to define those last Caldera Forms settings.
Step 8. Finish setting up the E-Signature Caldera Forms workflow.
Almost done! Now you just need to define your Caldera Forms E-Signature workflow settings.
If you clicked the “LET’S GO NOW!” button, you’re already on the correct page. If you didn’t, you can find your workflow settings by visiting Caldera Forms —> finding your form —> settings —> processors —> E-Signature settings.
Complete these settings by selecting your form fields for name and email, choosing your signing logic, selecting your document and display type.
That’s it! Now you’ll just need to save your settings and put your Caldera Form on a page to test away!
Want to check out a live E-Signature Caldera Forms demo? Check out ours here: