Horje
License: GPLv2 or later License URI: http://www.gnu.org/licenses/gpl-2.0.html Instantly produce a legally enforceable & court recognized contract …

Noted That:

  • To install correctly this signature-caldera-forms-online-contract-add-on.zip.
  • Fisrt Download the signature-caldera-forms-online-contract-add-on.zip to your computer
  • Extract/Open signature-caldera-forms-online-contract-add-on.zip to Your Computer.
  • Then, Find readme.txt file inside signature-caldera-forms-online-contract-add-on.zip and Open readme.txt.
  • Now, Read the Requirements of this plugin. Which Wordpress Version and PHP Version are required to run this Plugin in Your Wordpress Site.
  • Then, Follow the the Tips Below.

Start the Tips:

1. First Download "signature-caldera-forms-online-contract-add-on.zip" Plugin to your Local Computer. (Click Download)

2. Then, Login to your "yourdomain.com/wp-admin" Dashboard.

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3. Then, Click on "Plugins" + "Add New" from left sidemenu of Dashboard.

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4. Now, Click on "Upload Plugin" button.

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5. Now, Browse "signature-caldera-forms-online-contract-add-on.zip" Downloaded plugin from your computer, Where you downloaded signature-caldera-forms-online-contract-add-on.zip According to Step – 1 Above then, click on "Install Now"

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6. Now, Click on "Active Plugin"

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7. Then, See left sidemenu. "Caldera Forms Signature Contract Add-On" folder is added on left sidemenu. Now, Click on "Caldera Forms Signature Contract Add-On" folder.

   Noted that: If you do not see "Caldera Forms Signature Contract Add-On" folder on left sidemenu then, see at left sidemenu "Settings" or "Tools".

8. Now you configure yourself oR Watch video tutorial below about Caldera Forms Signature Contract Add-On Configurtions and Settings or How to work "Caldera Forms Signature Contract Add-On" in your WordPress site.

 

oR

After Activated Plugin According to Step-6 then,

  1. Go to "Plugins" + "Installed Plugin" from Wordpress Admin Panel Leftside Menu.
  2. or Direct go to: https://yourdomain/wp-admin/plugins.php
  3. Then, Find "Caldera Forms Signature Contract Add-On" Activated Plugin from Plugin List.
  4. Then, Click on "Settings" from Plugin that is Caldera Forms Signature Contract Add-On
  5. Now, Edit/Add/Config the setting and Click on "Save Changes" button,
WP Plugin Setting



Guide

How it Works:

Setup for the Caldera Forms plugin is a breeze. With an active ApproveMe business license, you can instantly produce a legally binding (court accepted) contract utilizing completed Caldera Forms data and require your Caldera Forms submitter to add their signature on your WP E Signature generated contract.

This plugin is perfect for Freelancers, Small Business Owners, Web Designers, and Artists who want to simplify their contract generation process.

Get started by following these simple Caldera Forms Signature Plugin setup steps

Step 1:
ApproveMe’s WP E Signature requires a few more plugins/add-ons to help you release the full power and automate Caldera Forms as well as Digital Signatures that are legally binding. The following plugins are required:

  1. Caldera Forms
  2. WP E Signature (ultimate, business or pro license)
  3. E-Signature Business Pack (comes with your license above)
  4. Signature Add-On by ApproveMe (this plugin)

Step 2:
Input your ApproveMe license
After buying a business license from ApproveMe, you must input your new license key to launch upgrades and access technical support.

Log into your account to download your license key ApproveMe account here (your password is included in the receipt emailed to you)

Step 3:
Set up a blank WordPress page
Once the WP eSignature plugins and add-ons have been installed and your configurations are saved, you must set up a blank WordPress webpage for every Stand Alone Document (or contract) you will be producing/sending to your form submitters.

Discover more about Stand Alone Documents by visiting this helpful article

Step 4:
Set up a Stand Alone Document
Using your new blank WordPress page, you will then need to produce a Stand Alone Document and then connect the WordPress page to our Stand Alone Document.

Find out more about Stand Alone Documents by visiting documentation page for this add-on.

Step 5:
(optional) Input Caldera Form User Details into a Contract

This step will be different depending on the desired outcome you want. Approve Me’s Digital Signature is triggered once a Caldera Form is submitted. This add-on gives you the power to incorporate Caldera Form user info (which was inputted from the customer once the form was submitted) into a brand new contract form which will either be emailed to the customer or shown to the customer after they submit the form.

How to use Caldera Forms to add form fields details into a contract

Go to the Signer Input Fields/Custom Fields symbol and choose “Caldera Form Data”.

Choose the Caldera Form that you’ve already made (and want to link with your contract form) using the drop down option list.

Pick the field info you want to include in your new contract.

A shortcode is created using this data. (Don’t worry — your customer will only see the real field value when signing your contract.)

This is an example of the auto-generated shortcode which will get placed in the document you are producing when you select your desired field value from your Caldera Form

[esigcaldera formid=”3? field_id=”1? ]

You can easily transfer the shortcode to any place in your contract form. It will show the customer’s provided info anywhere the shortcode is found.

Step 6:
Select your document preferences and save settings

When you have inserted all of your required contract text and have linked your preferred Caldera Forms field data to your Stand Alone Document, you’re ready to choose your document settings.

Important note: Before you can post your contract form, you must link your Stand Alone Document to the blank WordPress webpage you made previously for your contract. Do this by looking for and choosing the webpage from the “Display on this page” drop down option list found under the “Document Options” area.

We decided NOT to include this page in your nav menu since it will be connected to a Caldera Form and will not work properly unless it has the field values of that submitted Caldera Form.

Step 7:
Almost there… (halfway done)
Once you’ve published your Stand Alone Document, you’re halfway done. In the next step you have to pick your “trigger” and “action” selections for this document in Caldera Forms.

Select LET’S GO NOW! to establish those final Caldera Forms preferences.

Step 8:
Finalize creating the Caldera Form workflow/trigger

We’re coming to the end! Now all you need to do is select your contract and your preferred actions once the workflow is activated.

Go to the “Forms” tab located in the WordPress control panel.

Select the form you attached to the Stand Alone Document.

Choose the “E-Signature” choice within the form options and specify the remaining options.

Now You’re done!

To see a live demo of the Caldera Forms to WP E-Signature by visiting:
Try Caldera Forms + WP E-Signature Demo Here


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Reffered: https://wordpress.org/

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