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First Document on WPsigner Lite

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This one-page guide is for WPsigner Lite (free on WordPress.org). You will send a PDF for signature with at most two signers.

Time: about 5 minutes · Edition: Lite · Lite vs Pro · Install Lite

Before you start

Section titled “Before you start”
  1. Install and activate WPsigner Lite.
  2. Have a PDF ready (contract, NDA, waiver, etc.).
  3. Know the signer name(s) and email address(es).

1. Open the document wizard

Section titled “1. Open the document wizard”
  1. Log in to WordPress admin.
  2. Click WPsigner in the sidebar.
  3. Click New Document (or +).

You should see the 4-step wizard: Upload → Signers → Fields → Review.

2. Upload a PDF

Section titled “2. Upload a PDF”
  1. Drag your PDF into the upload area, or click to browse.
  2. Wait until the preview loads.
  3. Click Next.

If the upload rejects the file, convert it to PDF. Lite does not accept PNG/JPG.

3. Add up to two signers

Section titled “3. Add up to two signers”
  1. Enter Name and Email for the first signer.
  2. Optionally click Add Signer for a second person (Lite maximum is 2).
  3. Choose Parallel (everyone at once) or Sequential (one after another).
  4. Click Next.

4. Place fields on the PDF

Section titled “4. Place fields on the PDF”
  1. Select a signer (color helps identify ownership).
  2. Drag Signature (and optionally Initials, Date, Text) onto the page.
  3. Resize and position fields where people must sign.
  4. Click Next.

Tip: put at least one Signature field per signer or they cannot finish.

5. Review and send

Section titled “5. Review and send”
  1. Check title, signers, and field placement.
  2. Optionally set an expiration date or require an access code / email OTP (Lite supports email OTP).
  3. Click Send.

Each signer gets an email with a unique signing link. They can draw, type, or upload a signature on the public signing page.

6. Get the signed PDF

Section titled “6. Get the signed PDF”
  1. Open WPsigner → Documents.
  2. When status is Completed, open the document.
  3. Download the signed PDF and review the audit trail.

Lite stores a local completion timestamp on your server (not an external TSA).

Done — next steps

Section titled “Done — next steps”
GoalLink
Understand Lite limitsLite vs Pro
Terms (OTP, TSA, audit trail)Glossary
Install or reinstallInstallation
Full product quick start (Pro features noted)Quick Start
Field types referenceForm Fields
Upgrade without losing documentsPricing

Need more than 2 signers? Upgrade to Pro