[WordPress] 外掛分享: Electronic Signature

WordPress 外掛 Electronic Signature 的封面圖片。

前言介紹

  • 這款 WordPress 外掛「Electronic Signature」是 2016-01-03 上架。
  • 目前有 200 個安裝啟用數。
  • 上一次更新是 2023-11-17,距離現在已有 534 天。超過一年沒更新,安裝要確認版本是否可用。以及後續維護問題!
  • 外掛最低要求 WordPress 4.5 以上版本才可以安裝。
  • 有 5 人給過評分。
  • 還沒有人在論壇上發問,可能目前使用數不多,還沒有什麼大問題。

外掛協作開發者

swiftcloud |

外掛標籤

e-sign | waivers | e-signature | Electronic Signature |

內容簡介

SwiftCloud 提供 [shortcode] 風格的電子簽名。典型的 WP 使用方式為 WP >> 文件 >> 返回 WP。文件將具有您的商標、顏色,甚至是映射的域,但由於 JS/CSS 混淆,實際的簽名發生在我們的服務器上。

從為什麼開始...

10 分鐘安裝

WordPress 風格的電子簽名設置

注意:網路免責聲明比普通的 e-Sign 更低成本 - 我們有單獨的定價方式用於免責聲明和請求。

PDF eSign vs. Smart Doc(適應手機友好+更好):

首先,進行商業宣傳,這很快,並展示了這個平台的力量...

9個關鍵的e-SIGN注意事項

2件要快速知道的事情:
1. 實際的簽名發生在我們的服務器上(品牌化為您,您的商標,顏色...)。我們必須能夠在需要時在法庭上合法地保證簽署者的意圖,如果代碼在您的服務器上,我們永遠不會做到這一點。最常見的方式:WordPress > > eSign(現在可能也包括支付)在我們的服務器上簽署,然後返回您的 WP 網站/感謝頁面。
2. 沒有免費的計劃。我們有一個 $1 的試用期(14 天),計劃非常實惠,但這是一個付費系統。

如果您接受這些兩個警告,讓我們為您设置 - 這是一個很棒、很強大的系統。

注意:此插件僅用於配置、確認頁面感謝、報告。由於安全原因(法律要求,請見下文),實際的 e-Sign 是在域外進行的。

我們無法允許合同的潛在CSS混淆,也無法解決可能來自主題或插件的任何干擾,因此實際的e-sign現在發生在我們的服務器上,但可以完全品牌化為您的形象,甚至可以使用cname繫結,例如 https://Secure.YourDomainHere.com 等。

提示:代理商、開發人員可查看https://swiftcrm.com/partners

另一個好處:讓獨立的第三方擁有您簽署的文件可能在法律上更優越,因為有潛在的修改攻擊,因此持有自己簽署的文件可能在法律上無法辯護。有關此更多信息,我們建議請教獨立的許可法律顧問。

SwiftCloud非常適合銷售合同、責任豁免書、許可單據等。

WordPress數字電子簽名軟件,曾經是SwiftSignature.com的一部分,現在是https://swiftcrm.com的一部分。

5分鐘安裝在https://swiftcrm.com/support/electronic-signature/wordpress-electronic-signature

請注意,此插件需要

原文外掛簡介

SwiftCloud offers [shortcode] style E-Sign. Typical WP use = WP >> Doc >> Back to WP.

TIP: We have Sign & Pay. You can get payment (Stripe) and signature in 1 step.
The doc will have your logo, colors, even a mapped domain, but due to JS/CSS obfuscation, the actual signature happens on our server.
Start with Why…

WordPress-Style Electronic Signature Setup
10 MINUTE SETUP
TIP: FREE SETUP – we’ll do it for you. Our onboarding with AI is still in process. Just email your doc to [email protected]. We can even setup a demo first to test.
Do this: (Example Liability Waiver setup here)
1. Start your free 7 day trial – Annual (4mo Free! Save 30%) or Monthly.

Fill out your main settings. Add your WordPress URL into the “Website (Work)” field.
Click About Your Company >> Branding and add a Logo, so people feel like they’re in the right place.

Go to the main drive and click Add New >> Doc.

Copy and paste your waiver into that doc. Add the following shortcodes to the end:
Name: [swift_name_both name=”swift_name_both” role=”participant” required] Email: [swift_email role=”participant”]
[swiftsignature required role=”participant” size=”medium” type=”Both”]
[swift_date who=”yours” localdate=”MMDDYYYY” format=”long” readonly role=”participant”]

Set the pink box and blue box settings however you like (for confirmation to signer + notification to you).
TIP: People often start on WordPress, then sign on our servers, then go back to your WordPress.

Click Save, then click Preview. Link to the URL in the beige box and you’re done!

This plugin is helpful but not needed. It will soon show logging of people who signed.
If you need payment, we have Sign & Pay in 1 step – see below & reach out for help if needed.
NOTE: Electronic Waivers are lower cost than regular e-Sign – we have separate pricing for waivers and petitions.
PDF eSign vs . Smart Doc (responsive phone friendly + better):

First, a commercial. It’s quick & shows the power of the platform…

9 CRITICAL e-SIGN CONSIDERATIONS

2 MAIN THINGS TO KNOW QUICKLY:
1. The actual signature happens on our server (branded to you, your logo, colors…). We must be able to legally guarantee (in court if needed) the signer intent, and we will never do that if the code is on your server. Most common: WordPress >> eSign (and now maybe also sign and pay) on our server >> back to your WP site / thanks page.
2. There is no free plan. We have a $1 trial (14 Days), and plans are very affordable, but this is a paid system.
If you are cool with those 2 caveats, let’s get you set up – it’s a great, powerful system.
NOTE: This plugins just helps with config, confirmation-page thanks, reporting. Actual e-Sign is off-domain for security (legally required, see below)
We could not allow potential CSS obfuscation of contracts, as well as solve every possible interference from themes or plugins, so the actual e-sign now happens on our servers, though these can be fully branded to you and even cname-mapped i.e. https://Secure.YourDomainHere.com etc.
TIP: Agencies, Devs see https://swiftcloud.ai/partners
Another upside: Having an independent 3rd party hold your signed docs may be legally superior due to potential modification attacks and thus holding your own signed docs may not be legally defensible. For more information about this we recommend independent licensed legal advice.
SwiftCloud is perfect for sales contracts, liability waivers, permission slips, and more.
WordPress Digital Electronic Signature Software, formerly SwiftSignature.com, part of https://swiftcloud.ai.
Note this plugin requires a SwiftCloud Account for the electronic signatures to work. PDFs will be stored online in your signed wordpress page.
Our number 1 goal for this plugin is as part of a sales stack.
Electronic Signature FEATURES

Legally binding electronic signature, timedate stamped with audit trail for court enforcement. Paid accounts have additional features for court deposition or appearance.
Single-page mode: Input form + electronic signature(s) on the same page (most common and simple)
Multi-page mode: Multi-step / Multi-Page Forms or where the signor info (i.e. name, price, etc.) is pre-filled (from CRM or another webform, even Excel spreadsheet, etc.) i.e. capture your users one form 1, then fill that into an electronic signature contract on step 2.
Can be included in a multi-step flow such as input form, then payment, then signature, or signature then payment, etc.
Signed documents are archived and held in trust by Swift Signature should court enforcement be needed
Multi-Party Consecutive or Concurrent (all-or-none, or partial allowed) signatures (Premium account required)
Notification and Automation options – add autoresponders, payment flows, and more
Sales flow sessions options available (i.e. real-time phone handoff to a client)
Conditional Logic: Show/Hide sections based on a checkbox, radio button option, circle-word (a type of radio button, technically, similar to circling answers on paper forms)
Editable / NonEditable fields for use with CRMs and other forms – pre-fill fields like name, email and allow the user to edit, and optionally pre-fill other fields but lock them as non-editable (i.e. purchase price, loan terms, etc.). TIP: Use these to pre-fill a price or terms into a sales contract, and it will look like regular text (not an input.. unless you want it to).

5 Minute Electronic Signature Setup Wizard
See https://swiftcrm.com/support/wordpress-electronic-signature-setup
More Help: See https://swiftcrm.com/support/tag/e-sign for our latest updates or help if with debugging and setup.
SALES USE
Note Swift Signature can be used for anything. You can even Sign and Pay (payment + signature at the same time), embed invoices into a doc (i.e. sales proposal), pre-fill a complex application form then hand it over for e-Sign, etc.

The system is designed to allow pre-filling variables (as regular text i.e. for prices or visibly-editable fields (a user’s name)).
Certain fields can be read-write (i.e. their name, in case the sales rep spells it wrong), others can be read-only (deal terms), then signed online. If needed, the sales rep could then further modify the data in SwiftCRM, and generate a final signable agreement.
We are a small developer-run company and welcome your ideas and feature requests! Hit us up at https://swiftcloud.ai/support for anything you need.
Translations

English – for now, that’s all, but if interested we welcome some help! Contact us for a .pot file.

各版本下載點

  • 方法一:點下方版本號的連結下載 ZIP 檔案後,登入網站後台左側選單「外掛」的「安裝外掛」,然後選擇上方的「上傳外掛」,把下載回去的 ZIP 外掛打包檔案上傳上去安裝與啟用。
  • 方法二:透過「安裝外掛」的畫面右方搜尋功能,搜尋外掛名稱「Electronic Signature」來進行安裝。

(建議使用方法二,確保安裝的版本符合當前運作的 WordPress 環境。


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