Document Signing for
Wordpress

PDF Template Creation

Before diving in, start by creating a free account on our website and prepare the document you will use as a basis for your template.

On the PDF Templates page of BoloSign, click the "Create Template" button located in the top right corner. In the next page that appears, upload PDF and add roles. Choose these roles carefully, as they will be used to assign fields to the appropriate signers.

In the center of the editor page, you'll find a section where you can either drag and drop your document or click to select a file from your computer. Once the document is uploaded, it will appear on the screen, ready for you to start adding fields. You'll find all the possible fields you can add in the right-hand panel. Feel free to experiment with the placement and sizes of these fields to ensure the document looks exactly as you want it to. And remember, there's no need to worry - you can always modify the template after it's been created, so you have the flexibility to adjust things as needed.

After adding all the necessary fields and ensuring the document looks exactly as you want, click the "Get Invite Link" button. Your document will be saved in your account and you will get a link to invite signer to sign this document. You can use this link to create a iframe and embed it on your website.

<iframe src="your_pdf_template_link" width= 200px" height=700px" name="BoloForms"></iframe>

Form Creation

Make sure you have created a free account on our website and prepare the document you will use as a basis for your form.

On the Forms page of BoloSign, click the "Create Form" button located in the top right corner. In the next page that appears, you will have to add fields in the form. You can add text fields, signature fields, date fields, etc.

Click on the "Customize PDF" button on top right corner to upload your PDF document. Click on continue button to map fields in the PDF document.

In the right of the editor page, you'll find a section where you can click to select fields to add in the form. Feel free to experiment with the placement and sizes of these fields to ensure the document looks exactly as you want it to. And remember, there's no need to worry - you can always modify the template after it's been created, so you have the flexibility to adjust things as needed.

After adding all the necessary fields and ensuring the document looks exactly as you want, go back to the form editor by clicking on the form button top left of the screen. Here click the "Send" button. Now in the popup that appears, click on the "< >" button. You will get a code to embed the form on your website.

<iframe src="your_form_link" width= 200px" height=700px" name="BoloForms"></iframe>

Adding the Embed HTML Code to a WordPress Page

You can insert the signing form for your document template on any page of your website. Whether it's a contact page or a dedicated document signing page, the process is straightforward.

To embed the signing form, navigate to the admin panel of your WordPress website. Then, select the page where you want to place the signing form and click on "Edit". Decide where on the page you'd like the form to appear and click on the "+" button (Add block). In the search field, type "Custom HTML" if you're using the English version of WordPress, or the equivalent translation for other languages. In the block that appears, paste the HTML code you prepared earlier into the input field.

After you've pasted the HTML code, click on the "Preview" button to see how the form will look on your website and then save the changes to the page. Now, the document signing form will be available on your website, allowing users to easily sign documents directly on your site.