Quick Start Guide

This guide walks you through creating and sending your first document for signature. By the end, you’ll have a fully signed PDF with a complete audit trail.

What You’ll Create

In this tutorial, you’ll:

• Upload a PDF document
• Add a signer
• Place signature fields
• Send the document
• View the signed result

Time required: ~5 minutes

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Step 1: Access the Document Wizard

1. Log in to your WordPress admin dashboard
2. Click WPsigner in the left sidebar
3. Click New Document (or the ”+” button)

You’ll see the 4-step document creation wizard.

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Step 2: Upload Your Document

Supported formats: PDF, PNG, JPG

Option A: Drag & Drop

1. Drag your PDF file into the upload area
2. Wait for the upload to complete

Option B: Click to Browse

1. Click the upload area
2. Select your file from your computer
3. Click Open

After upload, you’ll see a preview of your document.

[!TIP] For best results, use PDF files. They maintain formatting across all devices and support multiple pages.

Click “Next” to continue.

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Step 3: Add Signers

Now add the people who need to sign this document.

Add Your First Signer

1. Enter the signer’s Name (e.g., “John Smith”)
2. Enter their Email address
3. (Optional) Enter their Phone number for SMS notifications

Multiple Signers

To add more signers:

1. Click Add Signer
2. Fill in their details
3. Repeat for each signer

Signing Order

Choose how signers will receive the document:

Mode	Description	Best For
Parallel	All signers receive emails at the same time	Quick signatures, co-signers
Sequential	Signers receive emails in order (1st, then 2nd, etc.)	Approval chains, contracts

[!TIP] For contracts that need to be signed in a specific order (e.g., employee → manager → HR), use Sequential mode.

Click “Next” to continue.

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Step 4: Place Signature Fields

This is where you tell WPsigner where signers should sign.

The Field Toolbar

On the left side, you’ll see available fields:

Field	Icon	Purpose
Signature	✍️	Full signature capture
Initials	AB	Smaller initial signature
Date	📅	Current date (auto-filled)
Text	Aa	Free-form text input
Checkbox	☑️	Yes/no options
Dropdown	▼	Select from options

Placing Fields

1. Click on a field type in the toolbar
2. Click on the document where you want to place it
3. Drag the field to adjust its position
4. Resize using the corner handles

Assigning Fields to Signers

When you have multiple signers:

1. Click on a placed field
2. Select which signer should complete it
3. Each signer has a unique color for easy identification

Multi-Page Documents

• Use the page navigation at the bottom
• Place fields on any page
• Scroll through pages using the arrows

Click “Next” to continue.

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Step 5: Review & Send

Before sending, review your document setup:

Review Checklist

• ✅ Document uploaded correctly
• ✅ All signers added with valid emails
• ✅ Signature fields placed in the right locations
• ✅ Fields assigned to the correct signers

Add a Personal Message (Optional)

1. Enter a custom message for your signers
2. This appears in the signing request email

Send the Document

1. Click Send Document
2. Confirm the action
3. Emails are sent immediately to signers

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What Happens Next

For You (Document Owner)

1. You’ll see the document in your dashboard
2. Status shows as “Sent” or “Pending”
3. You can track who has viewed/signed

For Signers

1. They receive an email with a secure signing link
2. They click the link (no account needed)
3. They complete their assigned fields
4. They submit their signature

When Complete

1. All parties receive a copy of the signed document
2. A Certificate of Completion is appended to the PDF
3. The document is digitally sealed

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Viewing Your Signed Document

After all signers complete their signatures:

1. Go to WPsigner → Documents
2. Find your document (status: “Completed”)
3. Click to open the document
4. Click Download to get the signed PDF

What’s Included

The completed PDF contains:

• All original content
• Rendered signatures in place
• Certificate of Completion page with:
  • Document ID and hash
  • All signer details
  • Timestamps and IP addresses
  • QR code for verification

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Example Walkthrough

Let’s create a simple NDA:

Scenario

You need “Jane Doe” (jane@example.com) to sign a Non-Disclosure Agreement.

Steps

1. Upload: Drag your NDA.pdf into WPsigner
2. Signer: Add “Jane Doe” with email jane@example.com
3. Fields:
   • Place a Signature field on the signature line
   • Place a Date field next to it
4. Send: Click “Send Document”

Jane receives an email, clicks the link, signs, and you both get the completed NDA automatically!

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Common Questions

Do signers need an account?

No. Signers receive a secure one-time link. No login required.

Can I edit a document after sending?

No. Once sent, documents are locked to ensure legal validity.

What if a signer doesn’t receive the email?

1. Check their spam folder
2. Use the Resend option in your dashboard
3. Verify the email address is correct

How do I cancel a sent document?

1. Open the document
2. Click Actions → Void Document
3. All signers are notified

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Next Steps

Now that you’ve sent your first document:

• Signer Workflows - Sequential vs parallel signing
• Field Types - All available field options
• Email Templates - Customize signing emails
• Branding - Add your company logo