如何在WordPress中创建带有数字签名的合同协议表

Do you want to add a contract agreement form to your WordPress website that people can e-sign?

您是否要在WordPress网站上添加人们可以进行电子签名的合同协议表?

Typically to get contracts signed, you either have to manually print / scan the signature, or pay for an expensive third-party e-sign service.

通常,要签订合同,您要么手动打印/扫描签名,要么付费购买昂贵的第三方电子签名服务。

Wouldn’t it be nice if you could get users to sign forms with a digital signature in WordPress without the high costs?

如果您可以让用户在WordPress中使用数字签名在没有高额费用的情况下签署表单,那不是很好吗?

In this article, we’ll show you how to easily create a contract agreement form with digital signatures in WordPress.

在本文中,我们将向您展示如何轻松地在WordPress中创建带有数字签名的合同协议表格。

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为什么要创建在线合同协议表? (Why Create an Online Contract Agreement Form?)

An online contract agreement form is easy to fill and submit. Normally, you’ll send the agreement as PDF, which the other party will have to print, fill-in, scan, and send back.

在线合同协议表易于填写和提交。 通常,您将以PDF格式发送协议,另一方将必须打印,填写,扫描和发送回协议。

That’s a lot of work.

这是很多工作。

By creating an online contract agreement form on your website, users can fill it right away and sign it digitally with an e-signature.

通过在您的网站上创建在线合同协议表格,用户可以立即填写该表格并使用电子签名进行数字签名。

It does not require any overly priced SaaS software and works very well for many different kinds of legal documents.

它不需要任何定价过高的SaaS软件,并且对于许多不同种类的法律文档都可以很好地工作。

For instance, you can use it to create a code of conduct form, employment forms, non-profit or volunteer application forms, and more.

例如,您可以使用它来创建行为准则表格,就业表格,非营利性或志愿者申请表格等。

Are Digital Signatures Legal?

数字签名合法吗?

Yes, digital signatures and digitally signed documents are legally enforceable. If both parties agree to digital signatures, and the software used keeps a record of digital signatures, then they are legally binding.

是的,数字签名和数字签名的文件具有法律效力。 如果双方都同意数字签名,并且所使用的软件保留了数字签名的记录,那么它们具有法律约束力。

However, they cannot be used for all kinds of legal documents. For example, legal documents or forms that require to be notarized, need court stamps, or witnesses.

但是,它们不能用于所有法律文件。 例如,需要公证,需要法院盖章或证人的法律文件或表格。

With that said, this article is not legal advice, please consider a lawyer for practical legal advice and guidance.

话虽如此,本文不是法律建议,请考虑请律师寻求实用的法律建议和指导。

准备您的合同协议表 (Preparing Your Contract Agreement Form)

If you don’t already have a contract drawn up, it’s a very good idea to consult a lawyer. You want to be sure that your contract is legal and that it won’t cause you any possible problems in the future.

如果您还没有起草合同,那么咨询律师是个好主意。 您想确保您的合同是合法的,并且将来不会给您带来任何可能的问题。

Apart from the contract terms themselves, your contract form will probably need space for:

除了合同条款本身之外,您的合同表格可能还需要以下空间:

  • The name of the person signing.

    签名人的姓名。
  • The address of the person signing.

    签名人的地址。
  • The date the contract is signed.

    合同签订的日期。
  • Space for your client (or new employee) to actually sign the contract.

    客户(或新员工)实际签订合同的空间。

That being said, let’s create a contract agreement form with a digital signature field.

话虽如此,让我们创建一个带有数字签名字段的合同协议表。

如何在WordPress中创建数字签名合同表格 (How to Create a Digitally Signed Contract Form in WordPress)

The first thing you need to do is install and activate the WPForms plugin. For more details, see our step by step guide on how to install a WordPress plugin.

您需要做的第一件事是安装并激活WPForms插件。 有关更多详细信息,请参阅有关如何安装WordPress插件的分步指南。

WPForms is a premium plugin, and you’ll need at least their Pro plan to access the Signatures addon.

WPForms是一个高级插件,您至少需要其Pro计划才能访问Signatures插件。

Upon activation, you need to visit the WPForms » Settings page to enter your license key. You can find this information under your account on the WPForms website.

激活后,您需要访问WPForms»设置页面以输入许可证密钥。 您可以在WPForms网站上的帐户下找到此信息。

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Next, you need to visit the WPForms » Addons page and install the Signature addon.

接下来,您需要访问WPForms»插件页面并安装签名插件。

You are now ready to create your contract agreement form with the digital signature feature.

现在,您可以使用数字签名功能创建合同协议表格了。

Simply go to the WPForms » Add New page to create your form. This will launch the WPForms form builder interface where you need to provide a title for your form and then choose a template.

只需转到WPForms»添加新页面即可创建表单。 这将启动WPForms表单构建器界面,您需要在其中为表单提供标题,然后选择模板。

We’re going to use the ‘Blank Form’ template for this example, but you can choose a different one if you prefer. Just click on the template to load it.

在本示例中,我们将使用“空白表格”模板,但您可以根据需要选择其他模板。 只需单击模板以加载它。

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You’ll probably want to include the text of your contract itself on the page above the form. This could include your own signature as an image.

您可能需要在表格上方的页面上包含合同本身的文本。 这可能包括您自己的签名作为图像。

In the form itself, you just need to add the fields (form elements) that need to be filled in.

在表单本身中,您只需要添加需要填写的字段(表单元素)。

To add a new field, simply click on a field from the left column. You can rearrange fields by moving them up and down in the preview column.

要添加新字段,只需单击左列中的字段。 您可以通过在预览列中上下移动字段来重新排列字段。

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If you want to send a copy of the signed form to the user as well, then don’t forget to add an email field where users can provide their email address.

如果您还想将签名表单的副本发送给用户,请不要忘记添加一个电子邮件字段,用户可以在其中提供其电子邮件地址。

Once you’re happy with the fields you’ve added, it’s time to add the most important form field: the signature field.

对添加的字段感到满意之后,就该添加最重要的表单字段:签名字段了。

Scroll down to the ‘Fancy Fields’ section and click to add the Signature field to your form.

向下滚动到“花式字段”部分,然后单击以将“签名”字段添加到表单中。

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That’s it. You’ve created your form. Next, we need to make sure the settings are correct.

而已。 您已经创建了表格。 接下来,我们需要确保设置正确。

配置合同协议表单的设置 (Configuring Your Contract Agreement Form’s Settings)

Click on the ‘Settings’ tab to view your form’s settings. The default settings will work in most cases, but you may want to make some changes.

单击“设置”选项卡以查看表单的设置。 默认设置在大多数情况下都可以使用,但是您可能需要进行一些更改。

In particular, you’ll want to check that the ‘Notifications’ are correct.

特别是,您需要检查“通知”是否正确。

By default, the signed contract agreement form will be sent to the administrator’s email address. This is normally the email address of whoever set up your WordPress site. If that’s not you, then enter your email address here instead.

默认情况下,已签署的合同协议表将发送到管理员的电子邮件地址。 这通常是设置您的WordPress网站的人的电子邮件地址。 如果不是您,请在此处输入您的电子邮件地址。

You may also want to send a copy of the form to the user as well. To do that, go to Settings » Notifications tab and click on the Add New Notification button.

您可能还希望将表单的副本发送给用户。 为此,请转到“设置”»“通知”选项卡,然后单击“添加新通知”按钮。

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In the ‘Send to Email Address’ section, click on the Smart Tags link and select the Email field.

在“发送到电子邮件地址”部分,单击“智能标签”链接,然后选择“电子邮件”字段。

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Review all other settings and adjust them to your requirements. WPForms will now send the form confirmation email to the user as well.

查看所有其他设置,并根据您的要求进行调整。 WPForms现在还将向用户发送表单确认电子邮件。

Next, switch to the ‘Confirmation’ tab, you can edit the confirmation message that the client (or employee or volunteer) signing the form will see.

接下来,切换到“确认”标签,您可以编辑签名表格的客户(或员工或志愿者)会看到的确认消息。

Once you’re happy with the settings, click the ‘Save’ button at the top of the screen. You can now close and exit the form builder.

对设置满意后,请点击屏幕顶部的“保存”按钮。 现在,您可以关闭并退出表单构建器。

将您的合同协议表添加到您的站点 (Add Your Contract Agreement Form to Your Site)

Finally, you need to put your contract agreement form onto your website.

最后,您需要将合同协议表放到您的网站上。

Create a new page or edit an existing one. First, you’ll need to add the text of your contract terms here before including the form itself.

创建一个新页面或编辑一个现有页面。 首先,您需要先在此处添加合同条款文本,然后再包含表单本身。

After that, simply add the WPForms block to your content area.

之后,只需将WPForms块添加到您的内容区域。

Select your contract agreement form from the drop-down box, and WPForms will automatically load a preview of the form in the editor.

从下拉框中选择您的合同协议表格,WPForms将自动在编辑器中加载表格的预览。

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You can now save or publish your page to make your form publicly available.

现在,您可以保存或发布页面,以使表单公开可用。

After that, visit the page to see your contract agreement form in action. Don’t forget to test out the contract agreement form. You should be able to enter your signature by using your mouse, trackpad, or a touchscreen.

之后,请访问页面以查看您的合同协议表格。 不要忘记测试一下合同协议表。 您应该能够使用鼠标,触控板或触摸屏输入签名。

Make sure you see the confirmation message and receive an email after submitting the form.

提交表格后,请确保您看到确认消息并收到电子邮件。

If you don’t get an email, don’t worry. It’s quite a common problem and we’ve got instructions on how to fix WordPress not sending emails.

如果您没有收到电子邮件,请不要担心。 这是一个非常普遍的问题,我们已就如何修复WordPress不发送电子邮件的说明 。

We hope this article helped you learn how to create a contract agreement form with digital signatures in WordPress. You may also be interested in our articles on the best WordPress plugins and the best business phone services for small businesses.

我们希望本文能帮助您学习如何在WordPress中创建带有数字签名的合同协议表格。 您可能也对我们有关最佳WordPress插件和针对小型企业的最佳商务电话服务的文章感兴趣。

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

如果您喜欢这篇文章,请订阅我们的YouTube频道 WordPress视频教程。 您也可以在Twitter和Facebook上找到我们。

翻译自: https://www.wpbeginner.com/wp-tutorials/how-to-create-a-contract-agreement-form-with-digital-signatures-in-wordpress/

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