Contact Form 7 & Docusign Documentation

In this documentation you will find the setup process of the WordPress Contact form 7 Docusign Envelope Creator plugin.

This plugin is an extention to the to WordPress Contact form 7 plugin so you must have it installed on your website.

If you need help understanding how ‘Template tags’ work, please see this documentation here.

Here is also a video on how to setup the plugin and how template tags work.

 

1. Installation

Upload the ‘Contact Form 7 & Docusign’ plugin via ‘Plugins’ > ‘Add new’.

Once uploaded, ‘Active’ the plugin.

 

2. Enter your Docusgin API keys

The first thing to do is add your Docusign API credentials.

You can do this by going to ‘Settings’ > ‘CF7 Docusign Settings’.

Here you have to enter 4 keys.

You can find these keys in your Docusign developer account https://developers.docusign.com/

  • User ID
  • API Account ID
  • Client ID / Integration Key
  • Private Key

 

 

User ID

This can be found by going to the ‘Admin’ page.

Once on the ‘Admin’ page, scroll down and click on ‘API and Keys’.

Here you will find your ‘User ID’.

 

API Account ID

This is located under the ‘User ID’.

 

Client ID / Integration Key

To find this key you need to click on the ‘Add app / Integration Key’ button.

Give your app a name and click ‘Add’.

You will now see your ‘Integration Key’.

 

Private Key

From your app settings, scroll down and click on the ‘Add RSA Keypair’ button.

It will now create a public and a private key.

Finally on the app settings page, click on the ‘Redirect URIs’, ‘Add URI’ button.

Simply enter the URL of your website and then click on the save button.

Once you have add each key, you can save the Docusign settings.

Note: If you want to use your developer account in sandbox mode, click on the ‘Enable Sandbox’ button.

You can also test your API keys are working by clicking on the ‘Test API’ button.

Note: You may need to confirm authentication by going to the link provided. Simply go to the link and login to your Docusign developer account the confirm authentication.

 

 

3. Contact form Docusign settings

Go to the form you want to add the Docusign process to by going to your ‘Contact form 7’ forms and then selecting the form you want.

The first thing to do is, click on the ‘Additional Settings’ tab at the top.

By scrolling down, you will now see the ‘Docusign settings’ section.

 

In this section you will find the following:

 

a. Selecting the document you want to use

Here you can upload the document you want to use which will be populated with the contact form data and the Docusign signature buttons.

Click on the ‘Choose template’ button.

You can now select or upload a document you want to use in the process. Note: This file must be a .docx file

Make sure you have your template tags added to your document. You can find an explanation on how template tags work here.

 

b. Only needs client signature

Here you can specify if you want only the client to sign the document or if you want both the admin and client to sign the document.

How it works

Checked = The document is sent directly to the ‘Clients email’ requesting them to sign the document.

Uncheck = The document is sent to ‘Admin Email’ first asking them to sign the document. Once the admin has signed the document, it is then sent onto the ‘Clients email’ asking for their signature.

Note: When using the ‘Unchecked‘ option, the client will only receive the email asking them to sign the document once the admin has signed the document first. Docusign automatically handles this process.

 

c. Admin name

Enter the name or company name you want to appear as.

 

d. Admin email

Enter the admin email address. This email will receive the document to sign first if ‘Only needs client signature’ is unchecked.

 

e. Clients name

This is field name in your contact form you want to use as the clients name. You can learn more about template tags and how they work here.

 

f. Clients email

This is field name in your contact form you want to use as the clients email. You can learn more about template tags and how they work here.

 

g. Signature settings

The conditions here will be different based on the ‘Only needs client signature’ options you have selected.

Checked = The document is sent directly to the ‘Clients email’ for signature, so it only uses the ‘Signature 1 settings’ fields. Only uses ‘Signature 1 settings’ options. ‘Signature 2 settings’ will be faded out.

Uncheck = The document is sent to ‘Admin Email’ first for signature and then to ‘Clients email’ once admin has signed. Uses both ‘Signature 1 settings’ options and ‘Signature 2 settings’ options.

Your signature tags can be named anything you want, but they must be in brackets {}

For example: {signature_1} and {signature_2}

Make sure your ‘Signature’ fields match the template tags in your document. You can find an explanation on how template tags work here.