Get Started with WPForms & WP E-Signature by ApproveMe
Follow these easy steps to get started
1 Download and Install the required plugins
Congrats on installing our Digital Signature WPForms 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 WPForms and legally binding Digital Signatures. You’ll need to download the following:
2 Enter your ApproveMe license
Once you have purchased a business license from ApproveMe you will need to enter your license key to activate updates and support.
To download your license key you can log into your ApproveMe account here (password was emailed with your receipt)
3 Create a blank WordPress page
After the ApproveMe plugins are installed and your settings saved you will need to create a blank/empty WordPress page for each Stand Alone Document (or agreement) that you will be creating.
Create a Blank Page Now
To learn about Stand Alone Documents you can visit this helpful article
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 and then attach that WordPress page to our Stand Alone Document.
Create Stand Alone Doc Now
To learn more about Stand Alone Documents checkout the documentation page for this add-on.
5a (optional) Insert WPForms User Data into a Contract
This step will vary based on your desired outcome. Digital signature by Approve Me is triggered when a WPForms is submitted. This add-on gives you the ability to integrate WPForms user data (that was inputted from the user when the form was submitted) into a new contract that will either be emailed to the user or will be displayed to the user after they submit you form.
To insert data into a WPForms Data, you will need the Signer Input/Custom Fields add-on enabled (you can enable this if it is not enabled by going to “E-Signature -> “Add-Ons”
How to add form fields data into a contract using WPForms
- Navigate to the Signer Input Fields/Custom Fields icon and select “WPForms Data”.
- Select the WPForms that you have already created (and would like to connect to your contract) using the dropdown menu.
- Choose the field data that you would like to insert into your new contract.
A shortcode will be generated with this information. Don’t worry though, the actual field value that your user enters will be displayed in its place once they signing your contract.
This is an example of the auto-generated shortcode that will get inserted into the document you are creating after you select your desired field data from your WPForms.
[esigWPFormsid=”3″ field_id=”1″ ]
You can move the shortcode that gets generated automatically, anywhere in your contract and it will display the user’s submitted data wherever you have the shortcode located in your contract.
5b Choose your document options and save settings
After you have entered all of your desired contract text and have connected your desired WPForms field results to your Stand Alone Document, you are ready to choose/define your document options.
Please Note: Before you can publish your contract, you will also need to connect your Stand Alone Document with the blank WordPress page you created earlier for your contract. 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.
6 Almost there… you’re 50% complete
Once you’ve published your Stand Alone Document you are 50% complete. The next step is you will need to choose your “trigger” and “action” options for this document in WPForms.
Click Let’s Go Now! to define those last WPForms settings.
7 Finish setting up the WPForms workflow/trigger
You’re so close to being finished! Now you just need to choose your contract and the your desired actions for when this workflow is triggered.
Navigate to the “Forms” tab found in the WordPress dashboard.
Choose the form that you attached the Stand Alone Document.
Select the “WP E-Signature” option found in the form settings and define the remainder settings.
To view a live WPForms to WP E-Signature demo you can check one out at: