Generating Documents

• Setting Up Document GenerationHow to generate a PDF on form submission.
• Configuring WorkflowsSet up a signature workflow to collect signature and information from one or more parties.
• Mapping to Checkbox FieldsPrepare your Gravity Forms field to map to your PDF Checkbox field.
• Mapping to Radio ButtonsPrepare your Gravity Forms field to map to your PDF Radio Button field
• Mapping to a Drop DownPrepare your Gravity Forms field to map to your PDF Drop Down field
• Inserting Multiple Form Fields Into a Template FieldUse the Custom Value option to insert merge tags into a PDF field
• Embedding an ImageDisplay an image or signature in a PDF field
• Duplicate Field NamesHow to make sure your fillable template's fields all have unique names
• Uploading Documents to Google DriveHow to upload generated PDFs to Google Drive
• Uploading Documents to DropboxHow to upload generated PDFs to Dropbox
• Using the Legal Signature FieldHow to make use of our Legal Signing field in your forms and signing workflows
• Legal Consent FieldInformation about our Legal Consent field, an important requirement for any legally binding signing workflow
• Sending Conditional Notifications By SignerHow to send conditional notifications on a per signer basis
• Displaying Conditional Confirmations By SignerHow to serve conditional confirmations on a per signer basis
• Resending Signer NotificationsHow to resend signer notifications after a signing session has started
• Notification EventsA list of all Legal Signing specific notification events
• Payment Support in Legal SigningInformation about payment support in Legal Signing enabled forms and important limitations to keep in mind
• Embedding a ChartDisplay a GFChart chart inside your PDF field
• Gravity Flow StepMake use of the Legal Signing step for Gravity Flow to control where in your flow signing occurs
• Mapping to Image ChoicesHow to map fields utilizing JetSloth's Image Choice Add-On
• Mapping to Nested FormsFill repeatable data collected via Gravity Wiz's Nested Forms Perk into your PDFs

Templates

• Preparing Your TemplateLearn how to take an existing standard PDF file or your Word document and make it fillable.
• Adding a TemplateUpload your template to generate PDFs from
• Editing a TemplateChange the name of your template or replace it with an updated version
• Importing a PDFImporting an editable PDF as a new Gravity Forms form

After Generation

• Attaching a Document to a NotificationAdd your generated PDFs to existing form notifications
• Displaying Document in Confirmation MessageInsert a link to your generated PDF into your form's confirmation message
• Using the Document HubA centralized document hub for showing your logged in users their available documents and signing sessions
• Displaying Documents on a PageDisplay PDFs generated by the logged in user on a post or page
• Merge TagsInclude a link to the generated PDF in your form confirmations, notifications
• Protecting Your DocumentsInformation on how we protect generated PDFs by default
• Send Document URL(s) to ZapierSend generated PDFs to outside services using the Zapier Add-On
• Displaying Documents with GravityViewAdd links to your generated PDFs in a View

Extending Legal Signing

• fg_legalsigning_post_signer_status_update
• fg_legalsigning_post_session_status_update
• legalsigning_blocks_documents_request_per_page
• fg_legalsigning_access_denied_message
• fg_legalsigning_after_generate
• fg_legalsigning_base_path
• fg_legalsigning_display_all_templates
• fg_legalsigning_form_path
• fg_legalsigning_logged_out_timeout
• fg_legalsigning_pdf_args
• fg_legalsigning_use_image_binary_pre_generate
• fg_legalsigning_view_pdf_capabilities