Configure the addon under MainWP → Extensions → WPSigner → Settings (tab=settings). Settings are stored in the WordPress option imwp_settings and saved via authenticated AJAX (imwp_save_settings).
The Settings screen also shows a dependency checklist: MainWP Dashboard and WPSigner (ready / missing).
Settings Table
Section titled “Settings Table”| Option key | UI label | Default | Purpose |
|---|---|---|---|
default_template_id | Default template | 0 (None) | Template used by Quick create & send. Create still lets you pick any allowed template. |
auto_send | Default “send immediately” | Off (0) | Prefills the Create form checkbox. Quick create uses this unless the request overrides send. |
tag_client_site | Also tag with Client / Site labels | On (1) | Adds Client/Site name tags in addition to the always-applied MainWP tag. |
default_agency_name | Default agency signer — Name | empty | Used for Signer 2+ on Create and Quick create when the template has multiple slots. |
default_agency_email | Default agency signer — Email | empty | Must be a valid email with the name; otherwise the logged-in user is used as fallback. |
default_signing_workflow | Default sending order | parallel | parallel (email all) or sequential (one by one). Prefills Create when multiple signers. |
default_require_otp | Require OTP by default | Off | Prefills Create / Quick create only when WPSigner OTP policy is Choose per document. |
default_require_kyc | Require KYC (Didit) by default | Off | Same rule for KYC — and Didit must be configured in WPSigner. |
Default Template
Section titled “Default Template”- Create and publish an active template in WPSigner → Templates.
- Ensure signature fields are assigned to the correct Signer 1, Signer 2, … slots.
- Select that template under Default template in Settings.
- Save.
Without a default template:
- Quick create & send is blocked with a clear message.
- Manual Create still works if you choose a template each time.
Default Agency Signer
Section titled “Default Agency Signer”When a template requires two or more signers:
- Signer 1 is typically filled from the MainWP Client (name/email).
- Signer 2+ use Default agency signer name and email from Settings.
- If agency defaults are empty or invalid, the addon falls back to the current logged-in user.
Quick create builds the full signer list automatically using this rule.
Default Sending Order
Section titled “Default Sending Order”Shown on Create when there is more than one signer:
| Value | Behavior |
|---|---|
| Parallel | All signer-role recipients receive the signing email when the document is sent. |
| Sequential | Only the next pending signer is emailed (Signer 1 first, then the next after they finish). |
Stored on the document as signing_workflow. Aligns with WPSigner core signer workflows.
OTP / KYC Defaults
Section titled “OTP / KYC Defaults”These checkboxes on Settings only prefill Create / Quick create. They do not:
- Change global WPSigner security policy
- Force OTP/KYC when WPSigner is set to Off or Always
| WPSigner Security policy | Effect in MainWP |
|---|---|
| Always | OTP/KYC required globally; MainWP shows an info message (no per-doc toggle). |
| Choose per document | MainWP shows checkboxes; Settings defaults apply. |
| Off | MainWP shows how to enable per-document in WPSigner — no silent policy change (v1.5.8+). |
KYC also requires Didit.me credentials in WPSigner → Integrations.
Deep dive: Creating Contracts → Identity checks and Security & Permissions.
Tagging
Section titled “Tagging”Every document created or linked through MainWP receives the tag MainWP.
When Also tag with Client / Site labels is enabled, the addon also tags with Client and/or Site display names when available. This makes documents easy to filter inside WPSigner Documents.
Saving
Section titled “Saving”Click Save settings on the Settings tab. Success/error feedback uses the extension’s styled dialogs (not browser alerts).