Displaying Document in Confirmation Message

You can display the file name and link to your generated document in your Gravity Forms confirmation message using merge tags.

When editing a confirmation message, there will be a Legal Signing group at the bottom of the merge tag drop down. Every configured Legal Signing feed will have three merge tags available: one that displays a properly formatted link with the document URL and file name, one for only the file name, and one for only the document URL.

Note that no document is generated until the workflow is complete, in the case of multi-signer workflows the merge tag won’t output anything in the confirmation message until it is displayed to the final signer.

Embedding the Generated Document

As of version 5.0 of Legal Signing, you can now also embed the generated document directly into the confirmation message as well.

To do so, all you have to do is use the new

shortcode, passing in the merge tag of your Legal Signing feed with the feed ID modifier as the id attribute, like so:

If you’re unsure of the correct merge tag to use for your specific feed, you can grab that from the merge tag dropdown mentioned in the section above by selecting the option named after your feed with “(ID)” following it.

There are also a few optional attributes you can pass as part of the shortcode to control how the embed will work, and what your users will be able to do with the embed and its document:

  • can_download (boolean, defaults to true)
  • can_print (boolean, defaults to true)
  • height (height of the embed in pixels, defaults to 800px)

If you wanted, for example, an embed that is 500px tall and allowed the user to download the document, but not print it, you’d use something similar to the following:

Note: Similar to what is mentioned in the merge tag section above, the final document will not be generated until all signers in a signing workflow have completed their end of signing. If your workflow is not fully complete for an entry, there will be nothing for the embed shortcode to actually embed within your confirmation message.