Day-to-day contract operations live under MainWP → Extensions → WPSigner.
Contracts Tab
Section titled “Contracts Tab”Path: Contracts (tab=documents). Optional status shortcut: &status=awaiting.
Filters
Section titled “Filters”| Filter | Behavior |
|---|---|
| Search | Matches document title |
| Client | MainWP client |
| Site | MainWP site |
| Status | awaiting = sent + viewed; also draft, sent, viewed, completed, declined, expired |
Pagination: 20 contracts per page.
Table columns
Section titled “Table columns”Checkbox · Title · Status · Client · Site · Updated · Actions
Row actions
Section titled “Row actions”| Action | When it appears | Effect |
|---|---|---|
| Open | Always (linked docs) | Opens Contract access modal |
| Send | Draft | Sends signing emails (rate-limited) |
| Remind | Sent / viewed | Reminds pending / viewed signers |
| Unlink | Always | Removes MainWP link only — does not delete the WPSigner document |
Bulk remind
Section titled “Bulk remind”- Select one or more contracts (max 50 per request).
- Click Remind selected.
- Confirm in the styled dialog.
Each document still goes through the normal remind gate (must be linked, allowed, correct status, rate-limit).
Sending from MainWP calls WPSigner’s send path for the linked document.
Requirements
Section titled “Requirements”- Document is linked in MainWP
- User can manage the extension and modify the document in WPSigner
- Soft rate-limit (~30s) per user/document for
send
Parallel vs sequential
Section titled “Parallel vs sequential”Respects the document’s signing_workflow set at create time. See Creating Contracts.
Activity log entry: sent.
Remind
Section titled “Remind”Requirements
Section titled “Requirements”- Status typically sent or viewed
- There are signers who still need a reminder (pending / viewed)
- Soft rate-limit for
remind
Activity log entry: reminded (meta may include counts).
Unlink
Section titled “Unlink”Unlink deletes the row in wps_mainwp_links and logs unlinked. The WPSigner document, PDF, and signers remain intact. You can link again later.
Link Existing
Section titled “Link Existing”Tab: Link (tab=link).
Use this when a document already exists in WPSigner and you want to associate it with a Client and/or Site.
| Field | Description |
|---|---|
| Document ID | WPSigner document ID |
| Client | Optional MainWP client |
| Site | Optional MainWP site |
On success:
- Link upserted
- Tags applied (
MainWP+ optional Client/Site labels) - Activity
linked
This does not recreate the document or re-send emails.
History
Section titled “History”Tab: History (tab=history).
Dashboard-originated actions are stored in {prefix}wps_mainwp_activity.
Filter by action
Section titled “Filter by action”Created · Sent · Reminded · Linked · Unlinked · Quick create
Columns
Section titled “Columns”| Column | Content |
|---|---|
| When | Timestamp |
| User | Who performed the action |
| Action | Action type |
| Document | Document ID / title context |
| Details | Meta: client/site IDs, source (create / quick_create), prefill result, reminder counts |
Pagination: 25 per page.
Contract Access Modal (Open)
Section titled “Contract Access Modal (Open)”Click Open on a contract to load access data via imwp_document_access (POST + nonce).
Document section
Section titled “Document section”| Control | Behavior |
|---|---|
| Download PDF | Shown only when status is completed |
In-progress contracts (draft / sent / viewed) do not show a PDF button — use signing links instead.
Signing links section
Section titled “Signing links section”| Viewer role | What they see |
|---|---|
WordPress admin (manage_options) or WPSigner can_manage_all() | Per-signer name, email, status, Copy link / Open |
| Other users who can manage the extension | Signer list metadata may be limited; signing URLs are hidden with a clear message (v1.5.8+) |
Details: Security & Permissions.
Opening in WPSigner
Section titled “Opening in WPSigner”For full editor / audit tools, open the document in core WPSigner:
admin.php?page=insigner&document={id}Use MainWP for agency association and fast send/remind; use WPSigner when you need field editing, certificate review, or advanced security settings.