Legal Signing

Generating Documents

Changing API Region

As of version 4.0 of Legal Signing, you can now select between multiple regions to control where your documents are being generated. As you may know, Legal Signing is powered by a remote API server we control where the document generation takes place. Prior to 4.0, all document generation ran through where the server was…
Setting Up Document Generation

How to generate a PDF on form submission.
Mapping to Checkbox Fields

Prepare your Gravity Forms field to map to your PDF Checkbox field.
Configuring Workflows

Set up a signature workflow to collect signature and information from one or more parties.
Mapping to Radio Buttons

Prepare your Gravity Forms field to map to your PDF Radio Button field
Mapping to a Drop Down

Prepare your Gravity Forms field to map to your PDF Drop Down field
Inserting Multiple Form Fields Into a Template Field

Use the Custom Value option to insert merge tags into a PDF field
Embedding an Image

Display an image or signature in a PDF field
Duplicate Field Names

How to make sure your fillable template’s fields all have unique names
Uploading Documents to Google Drive

How to upload generated PDFs to Google Drive
Uploading Documents to Dropbox

How to upload generated PDFs to Dropbox
Using the Legal Signature Field

How to make use of our Legal Signing field in your forms and signing workflows
Legal Consent Field

Information about our Legal Consent field, an important requirement for any legally binding signing workflow
Sending Conditional Notifications By Signer

How to send conditional notifications on a per signer basis
Displaying Conditional Confirmations By Signer

How to serve conditional confirmations on a per signer basis
Resending Signer Notifications

How to resend signer notifications after a signing session has started
Notification Events

A list of all Legal Signing specific notification events
Payment Support in Legal Signing

Information about payment support in Legal Signing enabled forms and important limitations to keep in mind
Embedding a Chart

Display a GFChart chart inside your PDF field
Gravity Flow Step

Make use of the Legal Signing step for Gravity Flow to control where in your flow signing occurs
Mapping to Image Choices

How to map fields utilizing JetSloth’s Image Choice Add-On
Mapping to Nested Forms

Fill repeatable data collected via Gravity Wiz’s Nested Forms Perk into your PDFs

Templates

Preparing Your Template

Learn how to take an existing standard PDF file or your Word document and make it fillable.
Adding a Template

Upload your template to generate PDFs from
Editing a Template

Change the name of your template or replace it with an updated version
Importing a PDF

Importing an editable PDF as a new Gravity Forms form

After Generation

Attaching a Document to a Notification

Add your generated PDFs to existing form notifications
Displaying Document in Confirmation Message

Insert a link to your generated PDF into your form’s confirmation message
Using the Document Hub

A centralized document hub for showing your logged in users their available documents and signing sessions
Displaying Documents on a Page

Display PDFs generated by the logged in user on a post or page
Merge Tags

Include a link to the generated PDF in your form confirmations, notifications
Protecting Your Documents

Information on how we protect generated PDFs by default
Send Document URL(s) to Zapier

Send generated PDFs to outside services using the Zapier Add-On
Displaying Documents with GravityView

Add links to your generated PDFs in a View

Extending Legal Signing

fg_legalsigning_post_signer_status_update

Description This action hook allows you to trigger custom code execution after a signer’s status has been updated. Note: this hook won’t be triggered for the first signer, as the first signer is only created on the initial form submission, but is never updated beyond that in a way that would trigger this hook. Usage…
fg_legalsigning_post_session_status_update

Description This action hook allows you to trigger custom code execution when a signing workflow status is updated from one status to another. Usage The statuses that can be used with the hook are as follows: Parameters Since This hook was added in Legal Signing 3.0.
legalsigning_blocks_documents_request_per_page

Description This JavaScript hook allows you to control how many documents in the Document Hub are returned per request. This allows you to fine tune the request size to further chunk up fetching documents and setting this to a lower number could improve performance of the Document Hub if you have a large number of…
fg_legalsigning_access_denied_message

Description This filter allows you to modify the access denied message used when a user cannot access a requested PDF. Usage Parameters Examples This example will change the default access denied message Since This filter was added in Legal Signing 1.0
fg_legalsigning_after_generate

Description This hook allows you to run custom actions after the document has been generated. Usage Parameters $pdf_meta arrayAn array containing all the PDF meta data. Example: $entry arrayThe current Entry object. $form arrayThe current Form object. $feed arrayThe current Feed object.
fg_legalsigning_base_path

Description This filter allows you to change the base folder where generated documents are stored. Usage Parameters Examples This example shows how to change the default base documents folder to a custom static location. Since This filter was added in Legal Signing 1.0
fg_legalsigning_display_all_templates

Description By default, Legal Signing displays all templates associated with a license key globally wherever that license key is in use. This filter allows you to only show templates created on the current site in the Templates list and in the Select Template drop down in the feed settings. Usage Parameters Examples Only Show Templates…
fg_legalsigning_form_path

Description This filter is allows you to change the folder where generated documents are stored for a specific form. Usage Parameters Examples This example shows how to change the form path for a specific form ID. Since This filter was added in Legal Signing 1.0
fg_legalsigning_logged_out_timeout

Description This filter is allows you to change how long the form submitter can download the document if they were not logged in at submission time. Usage Parameters Since This filter was added in Legal Signing 1.0
fg_legalsigning_pdf_args

Description This filter allows you to modify the details of the request to generate a document before it is sent to the Legal Signing API for generation. Usage Parameters $pdf_meta arrayAn array containing all the PDF meta data. Example: $feed arrayThe current Feed object. $entry arrayThe current Entry object. $form arrayThe current Form object. Examples…
fg_legalsigning_use_image_binary_pre_generate

Description By default, Legal Signing sends a URL to our API when an image file is to be embedded into a PDF. Our API then attempts to download the image from that URL. This filter allows you to instead enable the sending of a Base64 encoded image binary to the Legal Signing API. This is…
fg_legalsigning_view_pdf_capabilities

Description This filter is allows you to modify the user capabilities required to view all generated documents. Usage Parameters Since This filter was added in Legal Signing 1.0