Legal Signing Legal Signing

Using the Document Hub

With Legal Signing 2.0, you can now utilize our Document Hub block to display documents tied to Signing Workflows directly within a page or post on your site. If a user is part of a Signing Workflow and views the page, they can see documents in a few different possible states:

Adding a Block to Your Page

  1. Open the page or post you want to display generated PDFs on.
  2. Click the plus sign to add a new block.
  3. In the Search for a block, type legal.
  4. Under Embeds, click on Legal Signing Documents. This will insert the Document Hub block.
  5. Click on the block to change the block options in the sidebar, there are several options available that are touched on in more detail in the next section including pagination and hiding or renaming certain columns.

If you’re not using the WordPress Block Editor, you can still utilize the block by using the Reusable Blocks Extended plugin to create sets of reusable blocks that can be inserted via traditional shortcodes.

Any documents tied to a Signing Workflow found that are associated with the logged in user will be displayed in the hub. If no documents are found, the hub will still load but display a message to this effect.

The hub will also not display documents that were never tied to a Signing Workflow, for the display of documents that were generated via Legal Signing feeds that did not have a Signing Workflow enabled in their settings, check out the regular Legal Signing block.

Notes:

Block Options

Display Settings
This allows you to change the title at the top of the hub, defaults to “Documents”

Search
Choose whether to have searching of the hub be enabled or disabled, defaults to enabled. If search is enabled, a search input placeholder setting will also be available which defaults to “Search documents…”

Pagination
Choose whether the hub will have its results paginated, defaults to pagination being enabled. If pagination enabled a setting to control the amount of documents per page will be available which defaults to 10 documents.

Columns
Allows you to toggle which columns are visible in the hub, defaults to all columns being visible.

Column Labels
Change the column labels for each visible column in the hub. If a column is hidden in the Columns settings section, the field to edit the label for that column will not be visible. The action column will default to not having a label, but you can set one for it here if it is a visible column.