Documentation

User Registration for WooCommerce

User Registration for WooCommerce puts your wholesale store’s registration and lead capturing system on cruise control. You can optimize your wholesale registration system to simplify B2B and wholesale customer registration.

Store Owner’s Guide

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Installation Guide

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Log in to your WordPress Admin Panel.
Navigate to the WordPress Admin Dashboard → Plugins → Add New.

Click on the Upload Plugin button on the top left corner of your screen.
Next, click the Choose file button in the below box.
Select the zip file that you have downloaded and upload it.
Click on the Activate Plugin button.

User Registration Form Shortcode

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Navigate to WordPress Admin Dashboard → WooCommerce → Default Form.

Once you’re on the Default Form page, you’ll see three tabs on this page – General Settings, Default Fields and Extra Fields..

Once you’re on the Default Form page, you’ll see a Shortcode on the right side of the page.
This shortcode will enable the User Registration functionality where pasted.
Copy the shortcode and navigate to WordPress Admin Dashboard → Pages → Add New.

A new page would open.
Add the Title of the page.

Click on the sign ➕ to add blocks.
Select the Shortcode element.

Once done, we can see that a shortcode [wc-user-registration-page] will be added to the page.

Click on the Publish button.
Now go back to the Default Form page by navigating to WordPress Admin Dashboard → WooCommerce → Default Form.
Once you’re on the Default Form page, you’ll see three tabs on this page.

General Settings
Default Fields
Extra Fields

General Settings

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Navigate to the General Settings tab. (The Admin will be redirected to the General Settings tab by default when you’re on the Registration Form page).

Enable Billing Address from Default Fields

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Enable this option to display the Billing Address on the User Registration page.

Enable Shipping Address from Default Fields

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Enable this option to display the Shipping Address on the User Registration.

Display Extra Fields on the Registration Page

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Enable this option to allow the dynamic form builder to display extra fields on the User Registration.

Display Extra Fields on My Account Page

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Enable this option to allow the dynamic form builder to display extra fields on the My Account page.

Display Extra Fields on Checkout Page

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Enable this option to allow the dynamic form builder to display extra fields on the Checkout page.

Enable Dropbox

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Enable this option to send data to Dropbox.

Enable ReCaptcha

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Enable this option to show ReCaptcha on the form.

Click on the Save changes button to apply your settings.

Default Fields

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Navigate to the Default Settings tab.
There are two accordions in this tab.

Billing and Shipping Address Form Field types

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First name
Last name
Company name
Country/Region
Street address
Apartment, suite, unit, etc
Town/City
State
Zip Code

Billing Address form Fields

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Click on the Billing Address form Fields accordion to expand it.

Checkmark the Enable checkbox against the fields you want to display in the Billing Address section on the registration form.

Shipping Address form Fields

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Click on Shipping Address form Fields accordion to expand it.

Checkmark the Enable checkbox against the fields you want to display in the Shipping Address section on the registration form.

Click on the Save changes button to apply your settings.

Front-End Impact:

On the website, go to the User Registration page.

NOTE: The fields selected in the Billing Address form Fields and Shipping Address form Fields accordion will only be displayed on the Registration form if the Enable Billing Address form Default Fields and Enable Shipping Address form Default Fields options are enabled in the General Settings tab.

Extra Fields

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Navigate to the Extra Fields tab.
Once done, you’re on the Form Builder page.

Extra form field types

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Text field
Username
Email Address
Text area
URL
Phone number
Password
Multiple select
Number
Date/Time
Radio buttons
Checkboxes
File upload
reCaptcha
Day
Survey
Signature

This form allows you to drag and drop components on your Form.

Once you’ve added all the fields, click on the Save Changes button to save your form.

Front-End Impact:

On the website, go to the User Registration page.

User Roles

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Navigate to WordPress Admin Dashboard → Users → User Roles.

Now you’re on the User Roles page.
There are two sections on this page.

On the left side of the page, you can Add New Role.
Enter the Name of the user role.
Enter the Slug of the user role.
Enter the Description of the user role.
Once done, click on the Add New Role button.

Once the User Role is successfully added, it will appear on the right side of the page.

Hover over the user role to view the suboptions.

Notifications

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Navigate to WordPress Admin Dashboard → WooCommerce → Settings.

Navigate to the Email tab.

The Admin and User received the notification via email.
Once you’re on the Email tab, you’ll see three settings on this page.

New Registration Request
Request Registration Rejection
Request Registration Approval

New Request

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Click on the New Registration Request to open its settings.

There are two accordions in this tab.

Admin Notification

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Click on the Admin Notification accordion to expand it.

Enable the Enable Notification toggle button to send an email to the Admin about the newly requested user role.
Set the Email Subject.
Set the Message.

User Notification

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Click on the User Notification accordion to expand it.

Enable the Enable Notification toggle button to send the user an email about the registration requested.
Set the Email Subject.
Set the Message.
Click on the Save changes button to apply your settings.

Request Registration Rejection

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Click on the Request Registration Rejection to open its settings.

There is only one accordion in this tab.

Request Rejection Notification

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Enable the Enable Notification toggle button to send the user an email about the new requested user role.
Set the Email Subject.
Set the Message.
Click on the Save changes button to apply your settings.

Approve Registration Request

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Navigate to the Approve Registration Request Settings.

There is only one accordion in this tab.

Request Approval Notification

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Enable the Enable Notification toggle button to send the user an email about the new requested user role.
Set the Email Subject.
Set the Message.
Click on the Save changes button to apply your settings.

Settings

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Navigate to WordPress Admin Dashboard → WooCommerce → Settings.

Once you’re on the Settings page, you’ll see the User Registration tab on this page.
There are Six subtabs inside the User Registration tab.

General Settings
User Settings
User Approval
Notifications
Display
Integrations

Accounts & Privacy Settings

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In order to display the registration form and link on the “My Account page”, you have to follow these steps:

Navigate to the “Accounts & Privacy” subtab.
Go to the “Account Creation” settings.
Enable the “Allow customers to create an account on the “My Account” page option.
Click on the “Save” button.

General

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Navigate to the General subtab under “User Registration” (The Admin will be redirected to the General subtab by default when you’re in the Woo Registration Settings tab).

Enable Registration Link

Enable the Enable Registration Link toggle button on the My Account page to show a registration link.
Once done, two more options will appear.

Registration Link Text

Enter the Text for the registration link in the textbox.

Registration Page

Select the Registration page to be redirected when the user clicks on the Registration Link on the My Account page.

Front-End Impact:

Go to the website.
Go to the My Account page.
On the My Account page, a Registration Link will be mentioned.

Click on the Registration Link.
The user will be redirected to the page configured in the Registration Page option.

Registration Redirect

This option will allow you to redirect the user when the user clicks the Register button.
There are three sub-options available;

None
Page
URL

None

Select the None radio button if you don’t want to redirect the user anywhere.

URL

Select the Page radio button to redirect the user to a URL.
Once done, an option will appear titled Enter URL.
Enter the respective URL in the textbox.

Front-End Impact:

Override default registration form

Enable the toggle button to override the default woocommerce registration form to the custom form.

Disable Show Password

Enable the toggle button to hide the password icon for hide/ show password.

Front-End Impact:

Before:

When the toggle button is disabled, the hide password icon is visible in the password textbox.

After:

The password icon is hidden in the password textbox when the toggle button is enabled.

Remove Data

Checkmark the checkbox to remove all user registration data upon plugin deletion.

Click on the Save changes button to apply your settings.

User Settings

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Navigate to the User Settings subtab.

Enable Default User Role

Enable the Enable Default User Role toggle button to set a default user role for registering users.

Select User Role

Enable the Enable Default User Role toggle button to set a default user role for registering users.

Select User Role

Enable the Enable Default Role dropdown option to display the user roles on the User Registration page for the registered users.

Include User Roles

In this option, select the User Roles from the dropdown menu displayed on the User Registration page.

Front-End Impact:

NOTE: If no User Role is selected in the Include User Roles option, then no User Role will be displayed on the User Registration page.

Display the Registration Link on the Checkout page

Accounts & Privacy Settings

In order to display the registration form and link on the “My Account page”, you have to follow these steps:

Navigate to the “Accounts & Privacy” subtab.
Go to the “Account Creation” settings.
Enable the “Allow customers to create an account during checkout” option.
Click on the “Save” button.

Checkmark the checkbox to display the user roles dropdown list on the Checkout page for the registered users.

Front-End Impact:

A guest user will go to the Shop page on the website.
Click on the Add to Cart button against any product.

Now go to the Cart page.
On the Cart page, click on the Proceed to checkout button to go to the Checkout page.

Once you’re on the Checkout page, there’s a Create an account checkbox at the bottom of the page.
Checkmark on the Create an account checkbox.

Once done, a Select User Role option will appear.
Click on the dropdown menu to select the user role.

Display on My Account

Checkmark the checkbox to display the user roles dropdown list on the My Account page for registering users.

Front-End Impact:

A guest user will go to the My Account page on the website.
An option will appear, Select User Role in the Register section.

User Approval

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Navigate to the User Approval subtab.

Enable Approve New User

Enable the Enable Approve New User toggle button to approve new user requests manually.

Exclude User Roles

In this option, select the user roles from the dropdown menu.

Those User Roles selected in this option will be auto-approved upon registration.

Custom message for account created

Set the custom message on approval of the new user role request.

Custom message for pending request

Set the custom message on a pending request.

Custom message for rejected request

Set the custom message on the rejection of the new user role request.

Click on the Save changes button to apply your settings.

Notification

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Navigate to the Notification subtab.
Notification emails are sent to the site admin when a user needs to be updated.

Send notification emails to all admins

Enable the Send notification emails to all admins toggle button to send the notification email to all users with admin access.
The default settings will be that only the site Administrator will notify a user awaiting approval.

Send admin notification emails to specific users

Enable the Send admin notification emails to specific users toggle button to send the email notification to specific users selected in the dropdown menu.

You can also add more than one user.

Click on the Save changes button to apply your settings.

Display

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Navigate to the Display subtab.
Admin can add Custom CSS for User Registration.

Registration Page CSS

Form Display

There are two types of form display types available.

Flat
Round

Flat

When the Flat option is selected as the form display type.

Front-End Impact

Round

When the Round option is selected as the form display type.

Front-End Impact:

Integrations

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Navigate to the Integrations subtab.

Enable DropBox

In the Enable Dropbox option, click on the Connect button.

Click on the Continue button.

Click on the Allow button.

The Dropbox is now connected.
Click on the Disconnect button to disable sending data to Dropbox.

ReCaptcha Site Key

The Administrator will need the ReCaptcha Site Key in order to activate ReCaptcha.

ReCaptcha Secret Key

The Administrator will need the ReCaptcha Secret Key in order to activate ReCaptcha.

Go to https://www.google.com/recaptcha/about/
Click on the v3 Admin Console button.

Once done, you’re on the Register a new site page.

In the reCAPTCHA type option, choose reCAPTCHA v2.
Choose the “I’m not a robot” Checkbox option.
Enter the required fields and click on the Submit button.

Once done, the SITE KEY and the SECRET KEY will appear.
Copy the SITE KEY and SECRET KEY and navigate back to the Integration tab.

Enter the SITE KEY and the SECRET KEY in the ReCaptcha Site Key option.
Click on the Save changes button.

A notification will appear once the settings are saved.

Requests

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Navigate to WordPress Admin Dashboard → Users → Requests.

All the manual requests will appear on the Registration Requests page.

All the manual requests will appear on the Registration Requests page.
The user will go to the User Registration page.
The user will enter the required fields and credentials.
Once done, the user will click on the Register button.

Pending Request

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An email will be launched once the user clicks the Register button and sent to the User and the Administrator.

Pending Request – User:

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Pending Request – Administrator:

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Now on the Registration Requests page, the Admin will receive the request of that particular user.
A notification will also appear on the WP Panel against the Request option.

The user will be in the Pending section on the Registration Requests page.

Approve Request

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The Admin will click on the Approve button.

Once done, the user will be moved to the Approved section on the Registration Requests page.

Also, an email will be sent to the User regarding the Approval of their request.

Approval Request – User:

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Reject Request

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The Admin will click on the Deny button.

Once done, the user will be moved to the Denied section on the Requests page.

Also, an email will be sent to the User regarding the Rejection of their request.

Rejected Request – User:

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Custom Forms

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Navigate to WordPress Admin Dashboard → WooCommerce → Custom Forms.

Now you’re on the Custom Forms page.

Click on the Add New button.

Now you’re on the Click on the Add New Post page.
We can see that the Username, Email, and Password fields are added to the form by default.
Also, the Display User Role Dropdown radio button is selected by default in the User Role Options section.

In the User Role Options section, the Administrator can add multiple user roles to which the form would be displayed if the Display User Role Dropdown radio button is selected.

In the User Role Options section, the Administrator can only one user role to which the form would be displayed if the Assign Default User Role radio button is selected.

Once done, click on the Publish button.

Now navigate back to WordPress Admin Dashboard → WooCommerce → Custom Forms.
The custom form which was created will appear.
All the forms will have their own unique Shortcode, which can be used to display the form.

Navigate to WordPress Admin Dashboard → Pages → Add New.

A new page would open.
Add the Title of the page.

Click on the sign ➕ to add blocks.
Select the Shortcode element.

Now paste the shortcode.
Click on the Publish button.

Navigate to the page on the website where the shortcode was pasted.

A new user will enter the required credentials and click on the Register button.

Once registration is done, the Administrator will navigate to WordPress Admin Dashboard → Users → All Users.

Now you’re on the Users page.
The newly registered user will appear on this page.

NOTE: When the Display User Role Dropdown radio button is selected in the User Roles Options section, all the user roles will appear in a dropdown menu on Front-End.

While Registration, select the user role in the Select User Role option.

Also, note that the Select User Role is optional.

Suppose the user does not select any user role while registering.

In that case, the user role assigned to that user will be Customer.

NOTE: If the Administrator has not assigned any user role in the Assign Default User Role radio button in the User Roles Options section.

In this condition, any user will register using the Custom Form.

In that case, the user role assigned to that user will be None.

Dropbox

Navigate to WordPress Admin Dashboard → WooCommerce → Custom Forms.

Now you’re on the Custom Forms page.

Hover over the form to view the suboptions.
Once done, click on the Edit button.

Now you’re on the Edit Custom Form page.
Navigate to the Dropbox section.
Checkmark the Enable Dropbox checkbox.
Once done, click on the Update button.

NOTE: Make sure that the Dropbox is connected in the Enable Dropbox option in Integrations subtab.

Also, make sure that the Enable Dropbox option is enabled from the General Settings tab in the Default Form tab.

Navigate to the WordPress Admin Dashboard → WooCommerce → Default Form.

Now you’re on the Users page.

Hover over the user to view the suboptions.
Once done, click on the Edit button.

Now you’re on the Edit User page.
Scroll down and navigate to the Integrations section.
In the Dropbox option, click on the Send User Data button.

Now go to your Dropbox account, which is connected to your website.
A folder will be created with the form name from which that respective user registered.
Click on the folder.

A PDF file will be in the folder with the reference of that respective user.
Click on the PDF file.

The PDF file will contain details of the user which he filled in while registering using the custom form.

New Fields

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Navigate to WordPress Admin Dashboard → WooCommerce → Custom Forms.

Now you’re on the Custom Forms page.

Hover over the form to view the suboptions.
Once done, click on the Edit button.

Now you’re on the Edit Custom Form page.
We can see that new fields are added to the form.

Day

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Drag and drop the Day field from the All Fields section.

Once done, a popup will appear.

Display

In the Display tab, customize how the Day component would appear on the front-end.

Day

In the Day tab, customize how the Day field would appear on the front-end.
In the Type option, we have two types of display available for the Day field.
If the Administrator selects the Number in the Type option, the user can enter the day manually.

If the Administrator selects the Select in the Type option, the user can select the day from the dropdown menu where all the days will be present.

The Administrator can enter the placeholder text in the Placeholder option that will appear on the Day field.

Checkmark the Hidden checkbox to hide the Day field.

Checkmark the Day First checkbox to move the Day field before the Month field.

Month

In the Month tab, customize how the Month component would appear on the front-end.
In the Type option, we have two types of display available for the Month field.
If the Administrator selects the Number in the Type option, the user can enter the month manually.

If the Administrator selects the Select in the Type option, the user can choose the month from the dropdown menu where all the days will be present.

Checkmark the Hidden checkbox to hide the Month field.

The Administrator can enter the placeholder text in the Placeholder option that will appear on the Month field.

Year

In the Year tab, customize how the Year field would appear on the front-end.
In the Type option, we have two types of display available for the Year field.
If the Administrator selects the Number in the Type option, the user can enter the year manually.

If the Administrator selects the Select in the Type option, the user can choose the year from the dropdown menu where all the days will be present.

The Administrator can set the Minimum Year and Maximum Year of the Year field.

Checkmark the Hidden checkbox to hide the Year field.

The Administrator can enter the placeholder text in the Placeholder option that will appear on the Year field.

Data

In the Data tab, the Administrator can see how all the fields will appear on the front-end.

Enter the data in the fields and it will appear in the Preview section.

Validation

In the Validation tab, set the validation on the fields which would appear on the front-end.
Checkmark the Required checkbox against the fields to apply validation on that field.

Once done, a * would appear on that respective field.

The Administrator can set the Minimum Day and Maximum Day.

In the Validate On option, we have two options available.
If the Administrator selects the Change in the Validate On option, the validation will appear immediately until all the required fields are not filled in that specific component.

Front-End Impact

If the Administrator selects the Blur in the Validate On option, the validation will appear when the user switches to another component and fills in the fields of that component.

Front-End Impact

Conditional

In the Conditional tab set the conditions according to your requirements.

Once done, click on the Save button.

Once done, click on the Update button.

Front-End Impact

Navigate to the form on the website.

Enter the fields required for registration.
Once done, click on the Register button.

Once done, navigate to the Navigate to WordPress Admin Dashboard → WooCommerce → Default Form.

Now you’re on the Users page.
The user who recently registered will appear on this page.

Hover over that user to view the suboptions.
Once done, click on the Edit button.

Now you’re on the Edit User page.
Scroll down and navigate to the Extra Fields section.
The Day field will appear with the data filled in by the user while registering.

Survey

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Drag and drop the Survey field from the All Fields section.

Once done, a popup will appear.
A popup will appear on the Day component.

Display

In the Display tab, customize how the Survey component would appear on the front-end.

Data

In the Data tab, the Administrator can see how all the fields will appear on the front-end.

In the Questions section, enter the question in the Label column.
The Value column will be automatically added when the question is added in the Label column.
In the Tooltip column, enter the help message.
To add more questions, click on the ➕ Add Another button.

The Tooltip help message which appears when a cursor is positioned over a tooltip icon.

In the Values section, enter the values in the Label column.
The Value column will be automatically added when the value is added in the Label column.
In the Tooltip column, enter the help message.
To add more questions, click on the ➕ Add Another button.

Validation

In the Validation tab, set the validation on the component which would appear on the front-end.
Checkmark the Required checkbox to apply on the Survery.

Once done, a * would appear on the Survey component.

Conditional

In the Conditional tab set the conditions according to your requirements.

Once done, click on the Save button.

Once done, click on the Update button.

Front-End Impact

Navigate to the form on the website.

Enter the fields required for registration.
Once done, click on the Register button.

Once done, navigate to the Navigate to WordPress Admin Dashboard → WooCommerce → Default Form.

Now you’re on the Users page.
The user who recently registered will appear on this page.

Hover over that user to view the suboptions.
Once done, click on the Edit button.

Now you’re on the Edit User page.
Scroll down and navigate to the Extra Fields section.
The Survey field will appear with the data filled in by the user while registering.

Signature

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Drag and drop the Signature field from the All Fields section.

Once done, a popup will appear.
A popup will appear on the Signature component.

Display

In the Display tab, customize how the Signature component would appear on the front-end.

Data

In the Data tab, the Administrator can see how all the fields will appear on the front-end.

Enter the data in the fields, and it will appear in the Preview section.

Validation

In the Validation tab, set the validation on the component which would appear on the front-end.
Checkmark the Required checkbox to apply on the Signature.

Once done, a * would appear on the Signature component.

Conditional

In the Conditional tab, set the conditions according to your requirements.

Once done, click on the Save button.

Once done, click on the Update button.

Front-End Impact

Navigate to the form on the website.

Enter the fields required for registration.
Once done, click on the Register button.

Once done, navigate to the Navigate to WordPress Admin Dashboard → WooCommerce → Default Form.

Now you’re on the Users page.
The user who recently registered will appear on this page.

Hover over that user to view the suboptions.
Once done, click on the Edit button.

Now you’re on the Edit User page.
Scroll down and navigate to the Extra Fields section.
The Signature field will appear with the data filled in by the user while registering.

File

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Drag and drop the File field from the All Fields section.

Once done, a popup will appear.
A popup will appear on the File component.

Display

In the Display tab, customize how the Signature component would appear on the front-end.

File

In the File tab, the Administrator can set the File Pattern, File Minimum Size, and File Maximum Size.

If we click on the Display as image(s) checkbox, then a new option will appear titled as Image Size.
Once enabling the Display as image(s) checkbox, instead of a list of linked files, images will be rendered in the view.
The image size for previewing images in the Image Size option.

Data

In the Data tab, a Multiple Values checkbox is present. Checkmark the Multiple Values checkbox.

Once done, it will allow multiple values to be entered for this field.

Validation

In the Validation tab, set the validation on the component which would appear on the front-end.
Checkmark the Required checkbox to apply on the File.

Once done, a * would appear on the File component.

Conditional

In the Conditional tab, set the conditions according to your requirements.

Once done, click on the Save button.

Once done, click on the Update button.

Front-End Impact

Navigate to the form on the website.

Enter the fields required for registration.
Once done, click on the Register button.

Once done, navigate to the Navigate to WordPress Admin Dashboard → WooCommerce → Default Form.

Now you’re on the Users page.
The user who recently registered will appear on this page.

Hover over that user to view the suboptions.
Once done, click on the Edit button.

Now you’re on the Edit User page.
Scroll down and navigate to the Extra Fields section.
The Signature field will appear with the data filled in by the user while registering.

reCAPTCHA

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Checkmark the Enable ReCaptcha checkbox in the ReCaptcha section.

NOTE: Make sure that the Site Key and Secret Key are entered in the ReCaptcha Site Key and ReCaptcha Secret Key option in the Integrations subtab.

Also, ensure that the Enable ReCaptcha option is enabled from the General Settings tab in the Default Form tab.

Front-End Impact

Navigate to the form on the website.
The reCAPTCHA at the bottom of all fields on the registration form.

Form Type

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In the Form Type section, there are two options available.

Simple
Multi Step

Simple

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When the Administrator selects the Simple option in the Form Type section, the form would be based on one page only and all the fields will be displayed on it.

Front-End Impact

Navigate to the form on the website.
All the fields will appear only on one page.

Multi Step

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When the Administrator selects the Multi Step option in the Form Type section, the form will be displayed on multiple pages, and all the fields will be displayed on the pages on which they were placed.

When the Administrator selects the Multi Step option in the Form Type section, a page tab will appear at the top of the page. This will indicate on which page you’re.
You can add pages by clicking on the +Page button.