The Client Portal lets you create public-facing dashboards where your team and your signers can view and manage contracts directly on your WordPress site — no admin access needed.
There are two portals:
| Portal | Shortcode | Who uses it |
|---|---|---|
| Admin Portal | [insigner_admin_portal] | Your team (admins, managers, senders, viewers) |
| Signer Portal | [insigner_client_portal] | External signers who need to check their documents |
Enabling the Portal
Section titled “Enabling the Portal”- Go to WPsigner → Appearance → Client Portal in the WordPress admin
- Under Portal Status, check Enable Client Portal
- Click Save Changes
Login Mode
Section titled “Login Mode”Choose how users authenticate when accessing the portal:
| Mode | Behavior |
|---|---|
| WordPress Login | Redirects to wp-login.php. Best if users already have WP accounts. |
| Custom Login Page | Shows a branded login form directly on the portal page. Best for a seamless, white-label experience. |
Setting Up Custom Login
Section titled “Setting Up Custom Login”- In WPsigner → Appearance → Client Portal, set Login Mode to Custom Login Page
- A page selector dropdown appears — choose the WordPress page where you placed the portal shortcode
- Save. Non-logged-in visitors will see a branded login form on that page
The custom login form includes:
- Your portal logo (or company logo / brand initials as fallback)
- Rate limiting — blocks IP after 5 failed attempts for 15 minutes
- Forgot Password link that goes to WordPress password recovery
Setting Up the Admin Portal
Section titled “Setting Up the Admin Portal”The Admin Portal gives your team a complete dashboard to view, search, and manage all contracts.
Step 1: Create the Page
Section titled “Step 1: Create the Page”- Go to Pages → Add New in WordPress
- Give it a title (e.g., “Document Portal” or “Admin Dashboard”)
- Add the shortcode:
[insigner_admin_portal]- Publish the page
Step 2: Configure Permissions
Section titled “Step 2: Configure Permissions”Users see contracts based on their WPsigner role:
| Role | Can see |
|---|---|
| Administrator | All contracts from all users |
| WPsigner Admin | All contracts from all users |
| Manager | All contracts; can manage documents created by other users |
| Sender | Only their own contracts |
| Viewer | All contracts (read-only for documents created by other users) |
Users must have a WordPress account with a WPsigner role to access the Admin Portal. Users without a WPsigner role will see an “Access Denied” message. See Team Roles & Permissions for the complete capability matrix.
What’s Included in the Admin Portal
Section titled “What’s Included in the Admin Portal”Stats Bar — Five cards at the top showing:
- Total contracts
- Signed / Completed
- Pending
- Declined
- Expired
Contract Table — A paginated, searchable table with:
- Document title
- Creation date
- Signers (with progress)
- Status badge
- Action buttons (View Details, Download PDF, View Certificate)
Date Filter — Two date pickers to filter contracts by date range.
Search — Real-time search by document title.
Status Tabs — Filter by status: All, Signed, Pending, Declined.
Weekly Overview Chart — A bar chart showing the last 7 days of document activity (signed, sent, completed, declined).
Recent Activity Feed — A live feed of the latest actions across all documents.
Detail Modal — Click any contract for a detailed view with:
- Document metadata
- Signer list with individual statuses
- Full audit trail
- Download/action buttons
Setting Up the Signer Portal
Section titled “Setting Up the Signer Portal”The Signer Portal gives external signers a simple view of all documents they’ve been asked to sign.
Step 1: Create the Page
Section titled “Step 1: Create the Page”- Go to Pages → Add New in WordPress
- Give it a title (e.g., “My Contracts” or “Signer Portal”)
- Add the shortcode:
[insigner_client_portal]- Publish the page
Step 2: Create WP Accounts for Signers
Section titled “Step 2: Create WP Accounts for Signers”Signers need a WordPress account with an email address matching the signer email on their documents. When they log in, the portal shows all contracts linked to their email.
What’s Included in the Signer Portal
Section titled “What’s Included in the Signer Portal”Stats Bar — Three cards:
- Total documents
- Signed
- Pending
Contract Table — Lists all their documents with:
- Document title
- Date received
- Signer status (Pending / Signed / Declined)
- Action buttons
Available Actions:
| Action | When |
|---|---|
| Sign Now | When signer status is pending – goes directly to the signing page |
| Download PDF | When document is completed |
| View Certificate | When audit certificate is available |
| View Details | Always – shows document info and signer list |
Branding & Customization
Section titled “Branding & Customization”All portal appearance settings are managed from WPsigner → Appearance → Client Portal.
Portal Logo
Section titled “Portal Logo”Upload a specific logo for the portal, separate from your main company logo in Appearance → Brand.
- If a portal logo is set, it appears in the portal header and login screen
- If no portal logo is set, the company logo from Appearance → Brand is used as fallback
- If neither is set, the brand initials are shown in a colored badge
- Recommended: max 200px wide, transparent background
Welcome Text
Section titled “Welcome Text”Set a custom greeting message shown on the portal dashboard. Logged-in users see:
Hello, [User Name]
Your custom welcome text here.
Max 500 characters. Leave empty to show only the greeting without extra text.
Primary Color
Section titled “Primary Color”Your main brand color. Used for:
- Buttons and active states
- Tab indicators
- Stat card icons
- Activity chart bars
- Login form accents
- Portal header accent
Accent Color
Section titled “Accent Color”A secondary color used for:
- Status badges (e.g., Signed)
- Visual accents and highlights
- Chart elements
Both colors include a live preview in the admin panel so you can see how they look before saving.
Custom CSS
Section titled “Custom CSS”For advanced customization, you can add your own CSS rules to further style the portal.
/* Example: change stat card background */.wps-portal-stat-card { background: #f8f9fa;}
/* Example: rounded contract table */.wps-portal-table { border-radius: 16px;}- Max 5,000 characters
- HTML tags are automatically stripped
- Dangerous patterns (
@import,url(),expression(), etc.) are blocked for security
Company Branding (Fallback)
Section titled “Company Branding (Fallback)”The portal automatically uses your Company Name from WPsigner’s general settings (WPsigner → Settings). The brand name appears in the portal header alongside the logo.
Responsive / Mobile Support
Section titled “Responsive / Mobile Support”The Client Portal is fully responsive:
| Viewport | Layout |
|---|---|
| Desktop (1024px+) | Full grid: table + activity sidebar |
| Tablet (768px) | Single column, stats in 3-col grid, table stacked as cards |
| Mobile (480px) | Stats 2-col, compact tabs, fullscreen modal, brand name hidden |
No configuration needed — the layout adapts automatically.
Shortcode Reference
Section titled “Shortcode Reference”| Shortcode | Portal | Required Role |
|---|---|---|
[insigner_admin_portal] | Team dashboard | Any WPsigner role |
[insigner_client_portal] | Signer dashboard | Any WP user (matched by email) |
You can place these shortcodes on any WordPress page. Both portals can coexist on separate pages.
Security
Section titled “Security”The Client Portal includes multiple layers of security:
- Role-based access — Senders are scoped to their own documents; Viewers, Managers, and Admins can view all documents
- Nonce verification — Every AJAX request is verified with WordPress nonces
- Rate limiting — Custom login blocks brute-force attempts
- Input sanitization — All user inputs are sanitized server-side
- Output escaping — All data is escaped before rendering
- Security headers —
X-Frame-OptionsandX-Content-Type-Optionsare set on portal pages - Separate nonces — Each action (login, logout, download, admin, signer) uses its own nonce
Troubleshooting
Section titled “Troubleshooting””Access Denied” page
Section titled “”Access Denied” page”The user doesn’t have the required WPsigner role. Go to WPsigner → Users and assign them a role.
”Portal not showing”
Section titled “”Portal not showing””- Make sure Enable Client Portal is checked in Appearance → Client Portal
- Verify the shortcode is on a published page
- Clear any caching plugins
”Login form not appearing”
Section titled “”Login form not appearing””Check that Login Mode is set to Custom Login Page and a page is selected in the dropdown.
”Signer sees no documents”
Section titled “”Signer sees no documents””The signer’s WordPress email must match the email used when adding them as a signer. Check both emails match exactly.
”Stats show 0 for everything”
Section titled “”Stats show 0 for everything””The user may not have any documents yet. Senders only see documents they created; Viewers, Managers, WPsigner Admins, and WordPress Administrators can view all documents.
Next Steps
Section titled “Next Steps”- Creating Documents — Learn how to create and send documents
- Signer Workflows — Understand sequential vs parallel signing
- Appearance — Portal tab plus Brand and Signing Page
- Email Templates — Customize the emails signers receive