The 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 alone document.
2. Enable the Document Access Control feature in the top right sidebar of your Stand Alone Document.
3. Choose your desired mainflow user role(s) or specific mainflow user that needs to e-sign this document using your mainflow Portal.
4. Add a description about what your document is (this is what your signer will see when they log on to the page that has your shortcode inserted on it).
5. Insert your desired shortcode on the page that you want the required, optional or signed documents displayed.
Required documents #
[esig-doc-dashboard status="required"]
Optional documents #
[esig-doc-dashboard status="optional"]
Signed documents #
[esig-doc-dashboard status="signed"]
