Creating Documents

The document creation wizard guides you through a 4-step process to prepare any document for electronic signatures. This page covers each step in detail.

The 4-Step Document Wizard

Step	Name	Purpose
1	Upload	Add your PDF or image file
2	Signers	Add people who need to sign
3	Fields	Place signature and form fields
4	Review	Preview and send

Step 1: Upload Document

Accessing the Wizard

Go to WPsigner in the WordPress admin sidebar
Click New Document or the ”+” button
The upload screen appears

Supported File Formats

Format	Extension	Best For
PDF	.pdf	Contracts, agreements, multi-page documents
PNG	.png	High-quality images, graphics
JPEG	.jpg, .jpeg	Photos, scanned documents

[!TIP] PDF is the recommended format. It preserves formatting, supports multiple pages, and is the standard for legal documents.

Upload Methods

Drag & Drop

Drag your file from your computer
Drop it into the upload zone
Wait for the upload progress to complete

Click to Browse

Click anywhere in the upload zone
Select your file from the file browser
Click Open to upload

File Size Limits

Setting	Default	Recommended
Max file size	Server-dependent	64MB
Max pages	Unlimited	Any

If your file is too large, you’ll see an error. Contact your hosting provider to increase the upload_max_filesize PHP setting.

Document Preview

After upload, you’ll see:

Thumbnail preview of the first page
File name and size
Page count (for PDFs)
Option to remove and re-upload

Step 2: Add Signers

Signer Information

For each signer, you can provide:

Field	Required	Description
Name	✅ Yes	Display name for the signer
Email	✅ Yes	Where signing request is sent
Phone	No	For SMS notifications (if enabled)
Role	No	Custom label (e.g., “Buyer”, “Witness”)

Adding Your First Signer

Enter the signer’s Name
Enter their Email address
(Optional) Add their Phone number
(Optional) Assign a Role label

Adding Multiple Signers

Click Add Signer to add more people:

A new signer row appears
Fill in their details
Each signer gets a unique color for field assignment
Drag signers to reorder (for sequential signing)

Signer Colors

Each signer is automatically assigned a color:

Signer	Color
Signer 1	🔵 Blue
Signer 2	🟢 Green
Signer 3	🟠 Orange
Signer 4	🟣 Purple
Signer 5+	Auto-assigned

These colors help you identify which fields belong to which signer when placing fields.

Signing Order

Choose how signers receive the document:

Parallel Signing (Default)

All signers receive the email at the same time
Anyone can sign in any order
Fastest completion time

Sequential Signing

Signers receive emails in order
Signer 2 only gets the email after Signer 1 completes
Use drag handles to reorder signers
Perfect for approval chains

Advanced Options

Access Code (PIN) Enable to require signers to enter a PIN before viewing the document:

Check “Require Access Code”
Enter a PIN (or auto-generate)
Share the PIN with the signer separately

Expiration Date Set a deadline for signing:

Enable “Set Expiration”
Choose a date
After this date, the signing link becomes invalid

Step 3: Place Fields

The Field Editor

The field editor displays:

Left Panel: Available field types
Center: Document preview with pages
Right Panel: Field properties (when selected)

Available Field Types

Field	Purpose	Required Input
Signature	Full signature capture	Draw or type signature
Initials	Smaller initial box	Draw or type initials
Date	Date field	Auto-filled or manual
Text	Single-line input	Type text
Text Area	Multi-line input	Type paragraph
Checkbox	Yes/No selection	Click to toggle
Dropdown	Select from options	Choose from list

Placing Fields

Method 1: Click to Place

Click a field type in the toolbar
Click on the document where you want it
The field appears at that location

Method 2: Drag and Drop

Drag a field type from the toolbar
Drop it on the desired location
Release to place

Configuring Fields

Click on any placed field to see its properties:

Common Properties

Property	Description
Assigned To	Which signer completes this field
Required	Must be completed to finish signing
Position	X/Y coordinates on the page
Size	Width and height of the field

Field-Specific Properties

Signature & Initials

Font style for typed signatures

Text Fields

Placeholder text
Max character limit
Default value

Dropdown

Add/remove options
Default selection

Checkbox

Checked by default

For documents with multiple pages:

Use the page arrows at the bottom
Or click page thumbnails (if visible)
Place fields on any page
Field counts shown per page

Field Alignment

For professional-looking documents:

Fields snap to common positions
Use rulers for precise placement
Align multiple fields using guides

Step 4: Review & Send

Pre-Send Checklist

Before sending, verify:

✅ Document uploaded correctly
✅ All signers added with valid emails
✅ All required fields placed
✅ Fields assigned to correct signers
✅ Signing order configured (if sequential)

Document Summary

The review screen shows:

Document preview
List of signers with their fields
Signing workflow type
Expiration date (if set)

Personal Message

Add a custom message that appears in the signing request email:

Enter your message in the text box
This replaces the default email body
Keep it professional and clear

Example messages:

“Please review and sign this contract at your earliest convenience.”
“Attached is the service agreement we discussed. Let me know if you have questions.”

Sending Options

Send Now

Click Send Document
Emails are dispatched immediately
You’re redirected to the document dashboard

Save as Draft

Click Save Draft
Document is saved but not sent
Resume editing later from Documents list

After Sending

Document Status

Your document moves through these statuses:

Status	Meaning
Draft	Not yet sent, can be edited
Sent	Emails delivered, awaiting signatures
Viewed	At least one signer opened the link
Partially Signed	Some signers have completed
Completed	All signers finished
Declined	A signer refused to sign
Expired	Past expiration date
Voided	Cancelled by document owner

Tracking Progress

From the Documents list:

See status at a glance with color indicators
Click to view detailed progress
See which signers have viewed/signed
Access audit trail

Available Actions

Action	When Available	Effect
Resend	After sending	Re-sends email to pending signers
Remind	Sent status	Sends reminder email
Void	Before completion	Cancels the document
Download	After completion	Gets signed PDF
View Audit	Any time	Shows detailed history

Document Templates

Save time by creating reusable templates.

Creating a Template

Create a document with all fields placed
Before sending, click Save as Template
Enter a template name
Template is saved for future use

Using a Template

Click New Document
Select From Template
Choose your template
Only enter signer details
Fields are already placed!

Template Benefits

Pre-configured field placement
Consistent signer roles
Faster document creation
Team-wide standardization

Best Practices

Document Preparation

Use high-quality PDFs - Ensure text is readable
Leave space for signatures - Don’t crowd signature areas
Include clear instructions - Add signing instructions in the document itself
Test first - Send a test document to yourself

Signer Experience

Use full names - “John Smith” not “J. Smith”
Verify emails - Double-check email addresses
Explain the process - First-time signers may need guidance
Set reasonable deadlines - Give signers adequate time

Field Placement

Align with printed lines - Place fields on existing signature lines
Size appropriately - Signatures need room, dates can be smaller
Mark required fields - Ensure critical fields can’t be skipped
Test on mobile - Fields should be accessible on small screens

Troubleshooting

”Upload failed”

Check file size limits
Verify file is not corrupted
Try a different browser

”Signer not receiving email”

Verify email address is correct
Check spam/junk folder
Use the Resend option
Verify SMTP is configured

”Fields not visible”

Ensure you’re on the correct page
Check if fields are assigned to a signer
Zoom in on the document view

Next Steps

Signer Workflows - Sequential vs parallel details
Form Fields - All field types explained
Email Templates - Customize signing emails