There are two types of documents you can create with WP E-Signature: stand alone and basic.
This article will tell you about our Stand Alone Document and how you can use it for some serious electronic document signing automations! 🙂
So, what is a stand alone document?
Our stand alone document type is usually used to for a more general document like a Waiver, Non-Disclosure agreement, etc.
It lives on a page of your WordPress site and therefore can be visited by your general web traffic and signed with no work from you on the backend!
A stand alone document can also be used with the integrations that E-Signature works with like Gravity Forms, Ninja Forms, WooCommerce, etc. You can find a list of all of these integrations here a read a little more about them below.
How to create a stand alone document
1. Create a new WordPress page and give it a title. Leave the content blank and publish it. This is where your stand alone document will live.
2. Navigate to E-Signature —> add new document —> select stand alone.
3. Give your document a title and content. If you want to collect data from your customer directly onto your document, use our Signer Input Fields tool by clicking the pencil icon and adding your desired fields.
4. Finally, configure your document options as desired and assign your document to the page we created in Step 1 (on the backend, a shortcode is generated and magically inserted into this page).
Once your document options are to your liking, publish the document and get ready to collect electronic signatures!
Additional stand alone document info and tips
Invitations to sign:
There are several ways to invite your signers to sign your standalone documents.
- You can make the page your document lives on accessible to your general web traffic. Example: A gym might have a “Sign Our Waiver” button on their website.
- You can manually share the URL of the page that the document lives on and your signer can access the document directly. (Since we assigned the document to this page and the shortcode was magically inserted, if you visit the page’s URL the document will now load.) Example: You can text a signer the document URL so they can click and sign.
- You can use the share/invite button from the backend of the E-Signature plugin. Clicking this option gives you quick access to the document’s URL to copy OR you can type in the name and email of your signer and send them a formal E-Signature invite (see below). Example: a financial company might use this option to send a formal email invitation to sign a stand alone document.
Once a copy of your stand alone document is signed, WP E-Signature creates a unique document title for that document using this formatting: Document Name-Signer Name.
Example: if a document called Waiver is signed by Bruce Springsteen, the signed document would be titled “Waiver-Bruce Springsteen”
Collecting multiple signatures:
A stand alone document only collects one dynamic signature (this means one signer that is always changing).
You can use our Approval Signer or Auto-Added Signature features to add a backend signature to the document, but if you are looking to collect multiple dynamic signatures (from two parties that are always changing) you should use a basic document instead.
A HUGE benefit to our stand alone document type is that you can use it alongside the form integrations that we work with to automatically populate SPECIFIC signer data into your GENERAL document.
Still have questions? Submit a support ticket here!