ApproveMe – Gravity Forms Integration

Use When

• Dynamic data is entered into a contract

Steps

1. Anaylyse the contract
2. Create a list of all dynamic fields
3. Create a form to capture all dynamic fields
4. Form Settings/WP-E-Signature Settings
5. Add New
   • Select Stand Alone Document: create a new document
6. Setup WP e-Signature Template
   • Title
   • Body
   • Options
   • SETUP Gravity Form Field Now
7. Form Settings/WP-E-Signature Settings continue editing
   • Signing Logic: Send User an Email Requesting their Signature after Submission
   • Select Stand Alone Document: Select the document you created
   • Signer Name: Select field of Organization Contact Name from Gravity Form
   • SIgner E-mail: Select field of Organization Contact Email from Gravity Form
   • Underline the data that was submitted from the Gravity Form