WP E Signature

#Overview

WP Fusion integrates with WP E-Signature to allow you to apply tags in your CRM of choice when a document is signed.

#Setup

When editing any document, scroll down to the WP Fusion meta box. Here you can specify one or more CRM tags.

Screenshot of a web interface for E-Signature with WP Fusion CRM integration. The screen displays options to Add New Document and WP Fusion settings. Tags can be applied, such as Document Signed. Buttons include Save as draft, Send Document, and Preview Document.

When the document is signed these tags will be applied to the registered user who signed the document.

 

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