Use When
- Dynamic data is entered into a contract
Steps
- Anaylyse the contract
- Create a list of all dynamic fields
- Create a form to capture all dynamic fields
- Form Settings/WP-E-Signature Settings
- Add New
- Select Stand Alone Document: create a new document
- Setup WP e-Signature Template
- Title
- Body
- Options
- SETUP Gravity Form Field Now
- 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