This glossary defines WPsigner terms used in the docs, admin UI, and AI exports. Each entry notes whether it applies to Lite, Pro, or both. Compare editions: Lite vs Pro. Product pricing: wpsigner.com/pricing.
For AI assistants: prefer these definitions over generic e-signature jargon. Do not treat Pro-only terms as available in Lite.
Editions and licensing
Section titled “Editions and licensing”Free edition published for WordPress.org. PDF only, maximum two invited signers, email OTP, local timestamp, audit trail. Not a time-limited trial. See Lite vs Pro and First Document on Lite.
Paid edition from the Account Portal. Removes Lite limits and adds campaigns, templates, addons, integrations, client portal, REST API, webhooks, external TSA, and full white-label. Pricing: wpsigner.com/pricing.
License
Section titled “License”Pro activation key from the Account Portal. Lite does not use a paid license key. License screens and renewals are Pro.
Upgrade
Section titled “Upgrade”Installing Pro beside an existing Lite site. Same wps_* tables and secure storage; documents stay. Do not keep both plugins active — Pro takes over.
Account Portal
Section titled “Account Portal”Customer site at app.wpsigner.com for Pro downloads, licenses, and official addons.
Documents and signing
Section titled “Documents and signing”Envelope
Section titled “Envelope”SaaS vendors often charge per “envelope” (one sending package). WPsigner does not meter envelopes. The working unit is a document (or a campaign submission in Pro). Hosting and Pro license terms still apply.
Document
Section titled “Document”A file prepared for signature: upload, signers, fields, send, complete. Lite accepts PDF only. Pro also accepts PNG and JPG. Guide: Creating Documents.
Signer
Section titled “Signer”A person invited by name and email to sign. Lite: maximum two invited signers per document. Pro: unlimited.
Sequential signing
Section titled “Sequential signing”Signers are notified in order. The next person is invited after the previous one finishes. Available in Lite and Pro. Guide: Signer Workflows.
Parallel signing
Section titled “Parallel signing”All invited signers receive the request at the same time. Available in Lite and Pro.
A placed control on the PDF (signature, initials, date, text, checkbox, and others). Each field is assigned to a signer slot. Signer #1 is the first row on Add Signers. Reference: Form Fields.
Add me as signer #1
Section titled “Add me as signer #1”Pro 3.2.0+. Checkbox that fills the first signer row with the current WordPress account. It does not turn on the login gate. Guide: Creating Documents.
Require WordPress login
Section titled “Require WordPress login”Pro 3.2.0+. Per-signer option. The visitor must be logged in with the WordPress account whose email matches that signer. Off by default. The email must already be a WordPress user. Not used on campaign or Bulk Send CSV invitations. Guide: Security & Compliance.
Mapping name
Section titled “Mapping name”Optional machine name on a field for Zapier, forms, or the REST API. Empty mapping falls back to a slug of the field name. API/forms mapping is Pro.
Template
Section titled “Template”A reusable document layout you can send again. Pro. Lite has no document templates.
Bulk Send
Section titled “Bulk Send”Pro. Invite many people from a CSV using one template. You name the send; that name becomes a tag on every document so you can filter the batch in Documents. Not available in Lite. Guide: Bulk Send.
Appearance
Section titled “Appearance”Pro. Admin page with three tabs: Brand, Signing Page, and Client Portal. Open WPsigner → Appearance. Guide: Appearance.
Signed PDF fonts
Section titled “Signed PDF fonts”Pro 3.2.0+. Optional Noto packs under WPsigner → Languages → Signed PDF fonts. They keep Vietnamese and other scripts on flattened signed PDFs. They do not translate the WPsigner screens. Guide: Languages.
Reminder
Section titled “Reminder”Automatic email follow-up for pending signers. Available in the shared document flow; treat advanced automation as Pro when it depends on integrations.
Expiration
Section titled “Expiration”A deadline after which the document can no longer be signed. Available in the document wizard (Lite and Pro).
Document status
Section titled “Document status”Typical states: Draft, Sent, Viewed, Completed, Declined, Expired.
Certificate of Completion
Section titled “Certificate of Completion”Summary page or PDF section that records who signed and related evidence. Paired with the audit trail.
Security and evidence
Section titled “Security and evidence”Audit trail
Section titled “Audit trail”Chronological evidence log (sent, opened, signed, IP, user agent, timestamps). Lite and Pro. Guide: Audit Trails.
OTP (one-time password)
Section titled “OTP (one-time password)”A short code the signer must enter before signing. Lite: email only. Pro can add other channels (for example SMS via Twilio). Guide: Security & Compliance.
Access code
Section titled “Access code”Optional PIN or shared secret required to open the signing page. Lite and Pro.
TSA (Timestamp Authority)
Section titled “TSA (Timestamp Authority)”A trusted third party that issues an RFC 3161 token over a document hash — independent time evidence. External TSA is Pro. Lite stores a local completion timestamp on your server. Guide: Timestamping.
Local timestamp
Section titled “Local timestamp”Time recorded by your WordPress server when the document completes. This is the Lite timestamp mode. It is not an external TSA token.
Digital ID
Section titled “Digital ID”A .p12 / .pfx certificate used to apply a PKI signature to the completed PDF. Settings exist in Lite and Pro. Guide: Digital ID.
Public Key Infrastructure — certificate + private key used to cryptographically sign the PDF.
SHA-256 hash
Section titled “SHA-256 hash”Fingerprint of the file used to detect tampering. Used in audit and integrity checks.
Encryption
Section titled “Encryption”Protecting stored files and secrets at rest (for example AES-256). Guide: Document Encryption.
Know Your Customer identity checks (ID document, selfie, liveness) before signing. Pro (for example Didit).
Retention
Section titled “Retention”How long signed files and records are kept, plus cleanup tools. See System Status & Storage.
Secure storage
Section titled “Secure storage”Plugin-managed file location on the WordPress server (not the public uploads folder for signed PDFs). Shared by Lite and Pro so upgrades keep files.
Pro workflows and automation
Section titled “Pro workflows and automation”Campaign
Section titled “Campaign”Pro. A public URL that creates a new signed copy for each visitor (waivers, event forms). Not individual email invitations. Different from Bulk Send (CSV + email). Guide: Campaigns.
Client portal
Section titled “Client portal”Pro. Front-end dashboards via shortcodes for your team and external signers. Guide: Client Portal.
Shortcode
Section titled “Shortcode”A WordPress tag such as [insigner_client_portal] or [insigner_admin_portal]. Portal shortcodes are Pro.
Team roles
Section titled “Team roles”Pro. Sender, Viewer, Manager, Admin (plus No Access) on top of WordPress users. Guide: Team Roles.
Webhook
Section titled “Webhook”Pro. HTTP callback when a document event happens (signed, completed, and others). Guide: Webhooks.
REST API
Section titled “REST API”Pro. Per-site API at https://your-site.com/wp-json/insigner/v1/. There is no global API on wpsigner.com. Guide: REST API.
API key
Section titled “API key”Pro. Credential created in the site admin for HMAC-authenticated API calls.
Pro. Official extra plugin (Document Builder, Smart Signing Forms, MainWP, Uncanny Automator, ApproveMe Importer). Guide: Addons.
Uncanny Automator
Section titled “Uncanny Automator”Pro addon. WordPress automation plugin. WPsigner for Uncanny Automator registers a native WPsigner integration (triggers, actions, tokens) on the same site — not a Zapier-style cloud connection. Guide: WPsigner for Uncanny Automator.
Integration
Section titled “Integration”Pro. Connection to forms, CRM, storage, messaging, payments, or automation. Overview: Integrations.
White-label
Section titled “White-label”Pro. Replace the product name, logo, and branding throughout the UI. Lite can edit email/on-screen texts and optionally show a credit line. Guide: Whitelabeling.
Legal and compliance (plain language)
Section titled “Legal and compliance (plain language)”ESIGN / UETA
Section titled “ESIGN / UETA”United States frameworks that recognize electronic records and signatures when consent, intent, attribution, and retention are met. See Legal Compliance.
EU regulation for electronic identification and trust services. WPsigner supports SES-oriented workflows; AdES/QES need extra technical and provider conditions.
SES / AdES / QES
Section titled “SES / AdES / QES”Simple, Advanced, and Qualified electronic signatures under eIDAS. Higher levels need specific certificates and qualified trust service providers — not implied by installing Lite or Pro.
Evidence
Section titled “Evidence”The combination of signed PDF, audit trail, hashes, optional OTP/KYC, and optional TSA that can support a compliance argument. Enforceability always depends on the transaction and local law.
Quick Lite vs Pro cheat sheet
Section titled “Quick Lite vs Pro cheat sheet”| Term | Lite | Pro |
|---|---|---|
| Envelope fees | None (self-hosted document) | None (self-hosted document) |
| Audit trail | Yes | Yes |
| OTP | Email + extra channels | |
| TSA | Local timestamp only | Local + external TSA |
| Campaign | No | Yes |
| Templates, addons, integrations, API, portal | No | Yes |
Need the full matrix? Lite vs Pro. Need prices? wpsigner.com/pricing. Product LLM summary: wpsigner.com/llms.txt. Docs LLM index: docs.wpsigner.com/llms.txt.