To use your own logo and branding in the e-signature documents, go to the ‘Customization’ tab in the E-signature / Settings menu. Click the ‘White Label’ option to open the Logo uploader and upload your own logo.

You should be redirected the Emails tab where you’ll see the Upload Custom Branding to Email Invites section.

Here’s an explanation of the options you’ll see on this page.

1. Header Image: Here you can upload the logo you want to be displayed on your invitation email and document to be signed. This logo can be added by using the Upload File option or by entering the URL of an image or logo.

This is what it looks like in your signer-invitation email:

To display this logo on the document signing page, check the box for “Display header image on document signing page.”

This is what it looks like when this option is checked:

2. Logo Tagline: The tagline you enter here will appear beneath your logo in the signer invite emails.

3. Footer Text Headline: This text will appear above the footer text in the signer invite emails.

4. E-mail Footer Text: This text will appear in the footer of signer invite emails.

Below these fields you will see an option that allows you to disable this Footer Headline and Footer Text from invite emails.

5. Email Sender: This option determines what information is displayed in the ‘from’ field your signer-invitation emails. (I have Organization Name chosen in my example.)

6. Button Color: This option determines the color of the ‘REVIEW & SIGN’ button in your signer-invitation emails.

7. Success Paragraph Text: This text will appear at the very top of the document after the signer signs.

8. Success Image: This is an image that will appear with the Success Paragraph Text at the very top of the document after the signer signs the document. If you don’t choose your own image or disable the image with the disabling checkbox, you will see the default ‘green check’ that you can see below.

These two messages aren’t included in the final copy of the document or the PDF version, rather they appear only right after the document is signed as a notification for the signer.

9. Cover Page: Selecting this option will display a cover page for the signer when they choose to save the document as a PDF. It is an awesome way to add a little extra professionalism to your signed PDFs.

Create and Send a Basic Document

There are two types of documents you can create with WP E-Signature: the basic document and stand alone document.

This article will tell you about our Basic Document and how you can use it to send signing invitations to your signers via email! 😊 

What is a basic document?

A basic document is usually a more signer-specific document that you create and send directly to your signer(s) via email. A formal invitation to sign your document will arrive for your signer so they can review and sign the document.

A basic document is an excellent tool that allows you to collect multiple dynamic signatures with WP E-Signature!

How to create a basic document

1. Hover over the E-Signature menu > select Add New Document > basic document.

2. Type in your signer’s name and email. (Don’t worry if you make a mistake here, as you can edit this information before you send out the document.)

3. Configure additional settings here as desired:

• Use the +Add Signer button to add any additional signers you want to this document.
• Define the signing order by checking Assign Signer Order option and dragging the signers to your desired signing order.
• Use the +CC Button to CC a user on this document to receive a confirmation email whenever the document is signed with access to the signed PDF.

4. Give your document a title and content. Use our Signer Input Fields if you’d like to require your signer to add data directly onto the document. When you add a Signer Input Field to this document, you’ll be required to assign this field to a specific signer.

Looking to use a form integration with a document? In this case, a stand alone document is the way to go!

5. Once your content is to your liking, you have one last chance to edit the name and email of your signer(s).

6. Lastly, configure your document options, review your document, and click to send it out for signature!

Once you send a document out for signature, your signer will receive an email invitation (like the one below) to review and sign the document.

Your signers will click on ‘review and sign’ and get redirected to the document to sign!

Additional Information

You can use Templates to save the content of a frequently used basic document for future use. Then when you’re ready to send your document again, you can load the template into a basic document and follow the same steps above to send it out for signature!

Using a template for a frequently used basic document can save you a LOT of time and is a great way to add some automation to your basic document workflow!

Adopting Your E-Signature and eSign Contract

To adopt your signature and sign a document, click ‘Sign here‘ and open the ‘Add Signature‘ window.

When adopting your signature you have two signature formatting options to choose from:

• Drawn Signature
• Typed Signature

Drawn Signature: If you’d like to draw your signature, click Draw signature and create your drawn signature by using a mouse, your finger or a stylus. If you make a mistake, click Clear to reset the block and give it another shot. 🙂

Typed Signature: Type your name into the text box and choose a font you like, using the Change Font button. When you’re ready, click Adopt and Sign to adopt and save your signature and return to the document.

When the signer clicks the button Adopt and Sign to legally adopt and save their custom digital signature, the signer will be prompted with an option to “Agree” and officially “Sign” the document.

The signer is required to click on “Agree & Sign” button to save the document, if the signer does not click “Agree & Sign” the document will remain unsigned until they do so.

After “Agreeing” and “Signing” the document, it will redirect the signer to the document confirmation screen with a custom message… something like Excellent work! You have successfully signed  this agreement.

In the background a confirmation is forwarded to the Signer and another confirmation email to the document sender (if they requested to be notified whenever a signer signs their document).

When all the signers have completed signing their document, the Admin will receive an email confirming that all parties have completed the signing process and depending on their document options, that email can also have a PDF attached, but the email confirmation will always include a link to the document with the option to download a PDF copy of the document.

All signers will also have the option to download a PDF copy of the documents or printing a copy of the document as well.

Stand Alone Documents

There are two types of documents you can create with E-Signature: the basic document and stand alone document

This article will tell you about our Stand Alone Document and how you can use it for some serious electronic document signing automations! 😊 

What is a stand alone document?

Our stand alone document type is usually used for a more general document like a Waiver, Non-Disclosure Agreement, Registration Document, etc..

It ‘lives’ on a page of your AUTOMAIT platform and therefore can be visited by your general web traffic and signed with no work from you on the backend at the time of signing. 👍 

• A stand alone document can be used by itself collecting data in our signer input fields or it can be used with the integrations that E-Signature works with.
• A stand alone document only collects one dynamic signature per-copy, which means one signer that is always changing. Each signer that visits your stand alone document will see a blank copy of your document to sign.
• You can use our Approval Signer or Auto-Added Signature features to add a fixed, pre-defined signer to the document (and if you are looking to collect multiple dynamic signatures from two parties that are always changing, you should use a basic document instead.)

How to create a stand alone document

1. Create a new page, give it a title (leaving 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 document. 

3. Give your document a title and add your content. If you want to collect data from your customer directly on 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).

5. Once your document options are to your liking, publish the document, and get ready to collect electronic signatures!

How to get your stand alone document signed

There are several ways to invite your signers to sign your stand alone document.

• 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 so 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.

Receiving Email Notifications

This process begins when a signer receives an email requesting to electronically sign a document created by you.

The email is sent by AUTOMAIT E-signature on behalf of the sender, with a message and a link to open the document from the sender.

The email should look similar to the one below, however there might be some differences between the color, text and images (based on the sender’s preferences, defined in the customization settings).

If you (the document sender) would like to customize this email, you can using the Upload Logo and Branding Add-on.

After opening the email, click on “Review & Sign“to access the document requesting your signature. It opens up the document in new web browser window so you can review and sign!

How to Set Up Two Factor Authentication for Your Online Contracts

With our Two-Layer Authentication add-on, you can easily add an extra layer of security to your basic E-Signature documents! Follow these easy steps to set up this workflow.

Create a Basic Document

Next, visit E-Signature > add new document > basic document.Add the name and email of your signer.

Add the Second Layer Verification

To enable the second layer of authentication, click on the key icon on the right of the email.

Create Your Unique Access Code

An access code is a code that you (the document sender) will create and can verbally give (or manually text) to your signer. Your signer will still receive an email invitation to sign your online contract like in the regular basic document workflow, but they will not be able to access the document without this code.

Click the access code option and add your custom access code here.

It’s important to note that this feature exists for added security and verification of a signer. We highly recommend that you do NOT provide the access code to your signer via email, as doing so (in a round about way) would defeat the purpose of having an access code in the first place.

If a signer’s email account were to be compromised, the intruder would not be able to gain access to the document without the access code and (after the document is signed) the password that your signer sets up.

E-Signature Invitation Email

After you finish setting up your online contract and you send the document out for signature, your signer will receive an email invitation similar to the one below.

Enter the Access Code to View and Sign Your Online Contract

Once the signer clicks the “REVIEW & SIGN” link found in their custom email invitation, they will be redirected to a page where they will need to FIRST manually enter their email and the access code that you provided to them.

Create and Confirm a New Password to Access the Digital Contract in the Future

After your signer manually enters their email address along with the correct access code from the document sender, they will be prompted to manually create their own password for the contract. This is to ensure that access to the contract remains ONLY for the users that have been granted access in the first place.

Review Document and Sign

The signer will immediately be redirected to the contract to review it, add any required data and sign! After the document is signed, the signer will need to type in their password to view this document in the future.

Audit Trail: Unique Document ID

Unique Document ID Explained
Each document, contract or agreement that is created using WP E-Signature receives a unique document Identifier (or ID). Similar to human DNA, each WP E-Signature generated document has its own unique DNA string. The document identifier is the text and numeric string that identifies the unique (one of a kind) document DNA.

Tamper Resistance Document ID
If the document is ever tampered with or altered in any way (this means un-encrypting the database and changing something as small as a period to a comma within a WP E-Signature agreement) the Document ID will change immediately. Altering any aspect of a live agreement will literally cause the agreement to “self-destruct” until all original contents are exactly as they were at the time of signing.

This added security protects you and your signers and ensures that the terms of a document at the time of signing remain the same for the life cycle of the agreement period.

This tamper resistance feature is made possible with the document DNA and Document ID string.

It is also important to note that the Document ID is never stored in your database, but rather generated on demand each time a document loads so that it cannot be altered and used for future agreements.