MainWP — Installation & Setup

This guide covers installing WPSigner for MainWP (plugin slug insigner-mainwp) on the WordPress site that runs your MainWP Dashboard.

Install this addon only on the MainWP Dashboard. Do not install WPSigner or this addon on child sites for this workflow. Contracts stay on the agency Dashboard.

Requirements

Component	Minimum	Notes
WordPress	5.8+	Tested up to 7.1
PHP	7.4+	Same as WPSigner
MainWP Dashboard	Active	Detected via MainWP activation checks
WPSigner	Active	Needs Document & Template models (`WPS_VERSION`)
Capability	See below	Team users need MainWP extension access and WPSigner signature rights

Capability checklist (v1.5.8+)

To use the extension UI and AJAX actions, the logged-in user must:

Pass MainWP extension ACL for insigner-mainwp, or have manage_options
And, when WPSigner RBAC is present, pass \InSigner\Security\Permissions::can_use_signatures()

WordPress Administrators with full WPSigner access normally satisfy both. Team members who only have MainWP extension access but no WPSigner signing role will be denied — by design. See Security & Permissions.

Step 1 — Install Dependencies

On the Dashboard WordPress site:

Install and activate MainWP Dashboard.
Install and activate WPSigner (licensed). Complete the WPSigner setup wizard if needed.
Create at least one active template in WPSigner (recommended before Quick create).

Step 2 — Download the Addon

Log in to the Account Portal → Addons.
Download WPSigner for MainWP (wpsigner-mainwp-X.Y.Z.zip or portal name WPsigner-MainWP.zip).
Keep the ZIP handy — portal download links expire after about one hour.

See Account Portal and Addons Overview for the general download flow.

Step 3 — Upload and Activate

In WordPress: Plugins → Add New → Upload Plugin.
Select the ZIP → Install Now → Activate.
On activation the addon:
- Creates tables {prefix}wps_mainwp_links and {prefix}wps_mainwp_activity
- Seeds default option imwp_settings
- Registers with MainWP (mainwp_activate_extention)

If MainWP or WPSigner is missing, users with manage_options see an admin error notice. Fix dependencies before using the extension.

Step 4 — Enable in MainWP

Go to MainWP → Extensions.
Find WPSigner and enable it (MainWP Team Control / extension ACL as needed).
Open MainWP → Extensions → WPSigner.

You should land on the Contracts tab (admin.php?page=Extensions-Insigner-Mainwp).

Step 5 — First Settings

Open the Settings tab and configure at least:

Setting	Recommendation
Default template	Required for Quick create & send
Default agency signer	Name + email for Signer 2+ on multi-signer templates
Default sending order	Parallel (all at once) or Sequential
Auto-send checkbox default	On if you usually send immediately from Create

Full option list: Settings Reference.

Step 6 — Confirm Surfaces

After enabling, you should also see:

Surface	Where
Contracts widget	MainWP Dashboard overview
Contract card	Client Overview / Site overview contexts
WPSigner site tab	Sites → [site] → WPSigner
WPSigner column	Manage Sites / Manage Clients
Addon card	WPSigner → Addons (deep-link to the extension)

If widgets are missing, confirm the extension is enabled and that MainWP metaboxes are not hidden for your user.

WPSigner → Addons Card

The addon registers on WPSigner → Addons. From there you can open the MainWP extension page directly. Activation of the PHP plugin is still done under Plugins (or the Addons Activate control when applicable).

Updating

Download the new ZIP from the Account Portal (or your release channel).
Replace the plugin via upload or your usual update process.
Reload MainWP → Extensions → WPSigner and check Settings dependency indicators.

Database version is tracked as imwp_db_version (currently 1.1.0). Activation upgrades schema when needed.

Uninstall

Deleting the plugin via WordPress runs uninstall.php, which:

Drops wps_mainwp_links and wps_mainwp_activity
Deletes imwp_settings and imwp_db_version

WPSigner documents are not deleted. Only MainWP link/activity metadata is removed. Local mirror options such as imwp_client_contract_{id} may remain; remove manually if desired.