WPsigner’s core features cover the document signing lifecycle — from uploading a PDF and placing fields to multi-signer workflows. Some items below (campaigns, client portal, team roles) require Pro. Shared document tools work in Lite within published limits. See Lite vs Pro.
Feature Guides
Section titled “Feature Guides”| Guide | Description | Edition |
|---|---|---|
| Creating Documents | Upload PDFs, add signers (including WordPress users), position fields, and send | Lite + Pro |
| Replace a Template PDF | Swap the file on a PDF template, keep the fields, and place any field from a removed page | Pro |
| Bulk Send | Invite many people from a CSV using one template; tag each batch | Pro |
| Campaigns (Public Links) | Reusable public signing links | Pro |
| Client Portal | Admin and signer dashboards on your site | Pro |
| Team Roles & Permissions | Sender, Viewer, Manager, and Admin access matrix | Pro |
| Security & Compliance | OTP, access codes, WordPress login, evidence, certificates, timestamps | Lite + Pro (advanced options in Pro) |
| Signer Workflows | Signer order, parallel vs sequential, approvers, per-signer WordPress login | Lite + Pro |
| Form Fields | Signature, text, date, checkbox, and more | Lite + Pro |
| Initials on Every Page | One initials mark, placed at the bottom of each page that does not already have one | Pro |
| Saved Signature | Save a signature for an email address and reuse it, including Sign my part on Review | Pro |
How Documents Work
Section titled “How Documents Work”The document lifecycle in WPsigner follows a straightforward flow:
Upload PDF → Add Signers → Place Fields → Send → Signers Sign → Document CompletedDocument Statuses
Section titled “Document Statuses”| Status | Meaning |
|---|---|
| Draft | Document created but not yet sent |
| Sent | Emails delivered, waiting for signatures |
| Viewed | At least one signer has opened the signing page |
| Completed | All signers have signed — PDF is sealed |
| Declined | A signer declined to sign |
| Expired | Signing deadline passed before completion |
Documents, Bulk Send, and Campaigns
Section titled “Documents, Bulk Send, and Campaigns”WPsigner offers three ways to collect signatures:
| Feature | Standard Documents | Bulk Send | Campaigns |
|---|---|---|---|
| Signers | Named (email required) | Named list from a CSV | Anyone with the link |
| Use case | Contracts, a few specific parties | Same template, many known people | Waivers, consent forms, open enrollment |
| Tracking | Per-signer status, individual emails | One document + tag per row | Per-submission, shared URL |
| Limit | Lite: max 2 signers; Pro: unlimited | Pro, 200 rows per send | Unlimited submissions per campaign (Pro) |
Quick Links
Section titled “Quick Links”- New to WPsigner? Start with Creating Documents to learn the 4-step wizard. Pick WordPress users, add yourself as signer #1, or require a matching WordPress login on a row.
- The contract file changed? Use Replace a Template PDF so the fields stay on the template.
- Same template, many emails? Use Bulk Send.
- Need reusable public links? See Campaigns for shareable signing URLs.
- Adding a team? Use Team Roles & Permissions before granting access.
- Need stronger signer verification? Configure Security & Compliance.
- Multiple signers? Read Signer Workflows to configure parallel or sequential signing.
- Custom fields? The Form Fields reference covers every field type with positioning tips.
- A mark on every page? Use Initials on Every Page. The signer initials once.
- Reuse a signature? Save it on Saved Signature. It stays with that email address.