Smart Signing Forms
Smart Signing Forms is an official WPsigner addon that lets you build signing forms without the document wizard. Each submission creates a signed PDF with audit trail and Certificate of Completion.
Installation
Section titled “Installation”- Download the addon from the Account Portal → Addons tab
- Plugins → Add New → Upload Plugin → install the ZIP
- WPsigner → Addons → Activate
- Open WPsigner → Smart Signing Forms
See Addons Overview for the full flow.
Requirements
Section titled “Requirements”| Component | Minimum |
|---|---|
| WPsigner | 3.0.0 |
| WordPress | 5.8 |
| PHP | 7.4 |
| OpenSSL | Recommended |
Create a Form
Section titled “Create a Form”- Go to WPsigner → Smart Signing Forms → Add New Form
- Complete the 4-step wizard
- Click Publish (or Update for existing forms)
- Copy the shortcode from the form list or editor
Shortcode
Section titled “Shortcode”[insigner_smart_form id="123"]Replace 123 with your form ID. Paste the shortcode into any page, post, or block that supports shortcodes.
Wizard Step 1 — Configuration
Section titled “Wizard Step 1 — Configuration”| Setting | Description |
|---|---|
| Form title | Internal name shown in the admin list |
| PDF title | Title on the generated signed PDF |
| Success message | Shown after successful submission |
| Submit button label | Default: “Submit & Sign” |
| reCAPTCHA v2 | Optional bot protection (site key + secret) |
After Signing Options
Section titled “After Signing Options”| Option | Description |
|---|---|
| Email PDF to signer | Sends the signed document by email |
| Show download button | Download link on the thank-you view |
| Redirect URL | Send user to a custom page after signing |
| Show PDF preview | Inline preview before download |
| Show verification link | Link to online document verification |
Wizard Step 2 — Form Builder
Section titled “Wizard Step 2 — Form Builder”Drag fields from the palette onto the canvas. Click a field to edit settings in the right panel.
Field Categories
Section titled “Field Categories”General: name, email, text, textarea, number, url, phone, company, job_title
Choice: select, multiselect, radio, checkbox, GDPR
Date & Time: date, time
Advanced: columns (1–3), section_break, html, hidden, address, file upload
Signing: signature, initials, legal_consent, payment
Required Rules
Section titled “Required Rules”- At least one Signature field is required before publishing
- Only one Payment field per form
- Signature, payment, legal_consent, and columns cannot be placed inside column layouts
Conditional Logic
Section titled “Conditional Logic”Use Field settings → Conditions to show, hide, or require fields based on other answers (same pattern as Fluent Forms-style rules).
Wizard Step 3 — Design
Section titled “Wizard Step 3 — Design”Customize how the form looks on the frontend without custom CSS.
Presets
Section titled “Presets”| Preset | Style |
|---|---|
| Professional | Clean business default |
| Modern | Bold accent, rounded cards |
| Minimal | Light borders, lots of whitespace |
| Editorial | Typography-focused layout |
Controls
Section titled “Controls”| Control | Options |
|---|---|
| Density | Comfortable, compact, spacious |
| Labels | Top, inline, hidden |
| Field style | Boxed, soft, underline |
| Button style | Solid, soft, outline |
| Branding | Accent color, background, card color, border radius, max width |
| Hide form title | Hide the title on the public form |
The live preview updates as you change settings.
Wizard Step 4 — Compliance
Section titled “Wizard Step 4 — Compliance”| Setting | Description |
|---|---|
| OTP verification | Require a one-time code before signing |
| OTP channel | Email, SMS (Twilio), or WhatsApp |
| Capture geolocation | Optional GPS consent for audit trail |
| CC emails | Additional recipients for the signed PDF |
| Timestamp | Uses your site TSA settings (WPsigner → Security & Compliance) |
OTP Requirements
Section titled “OTP Requirements”| Channel | Requirements |
|---|---|
| Email field on the form | |
| SMS | Phone field + Twilio configured |
| Phone field + WhatsApp configured |
If OTP is enabled with SMS or WhatsApp, the form must include a phone field before you can publish.
Payment Field (Stripe)
Section titled “Payment Field (Stripe)”Collect a fixed amount before the signer submits the form.
Prerequisites
Section titled “Prerequisites”- Stripe configured in WPsigner → Integrations → Stripe
- Stripe module enabled
- Valid test or live API keys and webhooks
Configure the Field
Section titled “Configure the Field”- In the builder, add a Payment field
- Set amount (minimum 0.50, maximum 10,000)
- Choose currency (or use Stripe default)
- Optional description shown to the payer
Signer Flow
Section titled “Signer Flow”- Signer fills the form (including email if required)
- Stripe Payment Element loads automatically when email is valid
- Signer clicks Pay now and completes payment
- Signer draws signature, accepts consent, clicks Submit & Sign
- WPsigner verifies payment server-side before generating the PDF
Troubleshooting Payments
Section titled “Troubleshooting Payments”| Message | Solution |
|---|---|
| Stripe not configured | Complete Stripe setup |
| Enter email before paying | Add/fill email field before payment |
| Complete payment before submitting | Click Pay now and wait for success |
| Payment failed | Check Stripe keys, amount, and test card |
Payment is verified on the server before the signed PDF is created. Each successful payment can only be used once per submission.
View Entries
Section titled “View Entries”- Go to WPsigner → Smart Signing Forms
- Click View entries on a form
- Open an entry to see:
- Submitted field data
- Download signed PDF
- Link to audit trail in WPsigner
- Verify online link
End-to-End Example
Section titled “End-to-End Example”- Install addon → create form with name, email, signature, payment ($10)
- Configure Stripe in test mode
- Enable OTP by email in Compliance step
- Publish → add shortcode to a page
- Submit as a test user: pay → verify OTP → sign → download PDF
Next Steps
Section titled “Next Steps”- Stripe Payments — API keys and webhooks
- Addons Overview — Install and activate the addon
- Account Portal — Download the latest ZIP
- Twilio SMS — OTP via SMS
- Audit Trails — What is recorded when someone signs