Using Embedded Forms

Embedded forms give you the user experience of PactSafe's esignature platform with the flexibility of our integration libraries. It's incredibly easy to add contract acceptance to your own application flows.

This article will touch on how to start integrating a PactSafe embedded form group on your page.

What you'll learn

  • What an embedded form is and does
  • How to embed a PactSafe embedded form on your page
  • What to do after an embedded form is accepted
  • How to hide fields in an embedded form
  • Where does the data go after a user clicks "I Agree"?

What is an embedded form?

An embedded form is a group configuration that allows you to not only embed an agreement/contract on your page, but also the necessary form fields you need to populate it.

How to embed an embedded form on your page

First you'll need to create a Clickwrap Group inside of PactSafe and add a published contract to that Group. Make sure "Embedded" is selected as the style/configuration for your Clickwrap before publishing the group.

You'll load an embedded form in exactly the same way you'd load a normal clickwrap or browsewrap group using the Javascript Library.

<script>
_ps('load', 'embedded-test', { container_selector: "embedded-form" });
</script>
<div id="embedded-form"></div>

The Signer ID Selector is the ID of the page element where PactSafe will listen to in order to identify the person accepting the contracts. By default, the "Signer ID Selector" of an embedded form is input-signer_id (as defined by the form loaded on the page).

What to do after an embedded form is accepted

Once the embedded form is accepted, PactSafe fires a valid event that you can attach a callback to like so:

_ps.on('valid', function(){
  console.log(arguments);
  // DO SOMETHING
});

Here are some typical use cases that you'd use when embedding a PactSafe form:

  • Redirecting to another page to complete a purchase or pay
  • Hide the embedded form and show Stripe Checkout
  • Send the user to a confirmation page

How to hide fields in an embedded form

Sometimes, fields like email address may be populated by your own system so you'll want to hide it in the embedded form. Super easy to do—you'll need to do two things:

  1. Hide the email field & label on the embedded form.
  2. Set the signer_id_selector property on your group when you load it.

Hiding the email field & label on the embedded form. Through some simple JavaScript, you can hide any field in the PactSafe embedded form. Here's an example of hiding the email field & label:

_ps.on('rendered', function(){
  document.getElementById( 'ps-inputs' ).getElementsByTagName( 'label' )[0].style.display = "none";
  document.getElementById( 'input-signer_id' ).style.display = "none";
});

Setting the signer_id_selector property when you load. When you load a group, you can easily overwrite the signer_id_selector to tell PactSafe what to listen to:

<script>
_ps('load', 'embedded-test', { 
  container_selector: "embedded-form",
  signer_id_selector: "user-id"
});
</script>
<input id="user-id" type="hidden" value="1235324" name="user_id" />
<div id="embedded-form"></div>

Where does the data go after the user clicks "I Agree"?

In real-time, when your user clicks "I Agree", a call is made to PactSafe asynchronously to capture that acceptance and store it. Inside of PactSafe, you'll automatically see all the versions accepted by your user in the Legal Profile:


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