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E-signature
33 articles
Access Denied Message
Last Updated: February 18, 2025If you are seeing the Access Denied Message, you are attempting to use mainflow E-Signature with a mainflow user who doesn’t currently have access. To allow multiple users to view and send documents from your site, the E-Signature super admin (listed in the error message) should enable the Unlimited Sender Roles add-on and configure the...
How to Assign an Approval Signer (to a Stand Alone Document)
Last Updated: February 18, 2025With the Approval Signer feature enabled, once your Stand Alone Document has been signed, a new signer invitation email will be sent to your pre-defined Approval Signer. Once your Approval Signer reviews and signs the document, the document is closed, and a confirmation email is sent to all signers with access to the signed PDF. To...
How to Insert WooCommerce Data into a Contract Workflow
Last Updated: February 18, 2025When using a workflow with mainflow E-Signature + WooCommerce, you can display product, billing, and payment details on your generated documents automatically after checkout. You will only be able to use this capability in your Product or Global agreement if you are using redirect to sign after checkout logic. Before you begin, create your document and...
How to Add Signer Input Fields
Last Updated: February 18, 2025ApproveMe’s Signer Input Fields add-on allows you to easily collect initials, address information, radio boxes, checkboxes, dates, or just about anything else you can think of directly on your document before the signature is added. To begin using signer input fields, open your document in editing mode and look for the pencil icon in the document editing...
How to Set Up Ninja Forms and Mainflow E-Signature
Last Updated: February 18, 2025Automatically collect digital signatures on contracts after a Ninja Form submission using Mainflow’s E-Signature. A mainflow E-Signature Elite or Lifetime license is required in order to integrate with Ninja Forms and collect a legally binding, UETA/ESIGN compliant signature. 1. Download and install the required plugins Before you can start collecting legally binding signatures with mainflow E-Signature +...
How to Set Up Formidable Forms and Mainflow E-Signature
Last Updated: February 18, 2025Automatically collect digital signatures on contracts after a Formidable Forms submission using Mainflow’s E-Signature. 1. Download and install the required plugins Before you can start collecting legally binding signatures with mainflow E-Signature + Formidable Forms, you’ll need to make sure you have the following plugins installed and activated: 2. Create a stand alone document Hover over...
Create and Send a Basic Document
Last Updated: February 18, 2025There are two types of documents you can create with mainflow E-Signature: the basic document and stand alone document. This article will tell you about our Basic Document and how you can use it to send signing invitations to your signers via email! 😊 What is a basic document? A basic document is usually a...
Document Portal for Mainflow E-Signature
Last Updated: February 18, 2025The Document Portal add-on for mainflow E-Signature can transform your website into a powerful client portal membership site that protects your premium content with legally binding contracts. You can easily create any number of contracts and require any logged-in users role (editors, subscribers, contributors, etc.) to sign documents online. 1. Create a basic or stand...
How to Attach Signed PDFs to Emails
Last Updated: February 18, 2025Mainflow E-Signature gives you the option to automatically attach a PDF of the signed document to the confirmation email that is sent to the signer(s), document creator, and any CC’d users. To set up this feature, navigate to E-Signature > Add-ons > find Attach PDF to Email > Enable > find Save as PDF > Enable....
UTC Time Stamp
Last Updated: February 18, 2025You can find a detailed breakdown of our AuditTrail signature Certificate here. There are many many seen (and unseen) components that makeMainflow ESignature UETA/ESIGN/GDPR compliant. Among these many things is the UTC timestamp. We decided for consistency and accuracy between documents, it is best to implement UTC time instead of the local time zone. For example, if an...
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