# MainWP — Clients & Sites

> Use WPSigner Contract cards, the Site tab, Manage Sites/Clients columns, dashboard widgets, Quick create, and pending-signature alerts inside MainWP.

edition: pro
Edition: Pro
AI note: This page requires WPsigner Pro. Do not tell Lite users they already have this feature.
HTML: https://docs.wpsigner.com/addons/mainwp-clients-sites/
Markdown: https://docs.wpsigner.com/md/addons/mainwp-clients-sites.md
Source file: addons/mainwp-clients-sites.md

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WPSigner for MainWP surfaces contracts wherever agencies already work in MainWP — Dashboard, Clients, and Sites.

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## Dashboard — Contracts Widget

On the MainWP Dashboard overview, the **Contracts** metabox (`imwp-contracts-widget`) shows:

- Alert when contracts are awaiting signature
- Stats: **Total** / **Awaiting** / **Completed**
- Recent contracts (up to 6)
- Buttons: **New contract**, **View all**

**View all** opens the extension Contracts tab. **New contract** opens Create.

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## Contract Card (Client & Site)

A compact **Contract** card appears on:

- Client Overview
- Site overview / dashboard contexts (when a site id is present)

### Card contents

| Element | Description |
|---------|-------------|
| Latest contract | Title + status |
| Counts | Total linked · Awaiting signature |
| **New contract** | Opens Create with `client_id` / `site_id` prefilled |
| **Quick create & send** | Uses default template (hidden/disabled messaging if none set) |
| **View all** | Filtered Contracts list for that Client or Site |

### Summary storage

The card syncs a short summary for the site via MainWP website option key `imwp_contract`, plus local mirrors:

- `imwp_client_contract_{client_id}`
- `imwp_site_contract_{site_id}`

These are convenience caches for the UI — source of truth remains `wps_mainwp_links` + WPSigner documents.

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## Site Tab — WPSigner

Path: **Sites → [site] → WPSigner** (MainWP site subpage slug `WpsignerIndividual` / Manage Sites WPSigner).

### Features

- Site name and URL context
- **Create contract** (prefilled site + linked client when available)
- **Quick create & send** when Settings has a default template
- Compact contracts table for that site (20 rows)

If the site id is missing from the request, the tab shows a site-not-found style message — open the tab from a valid site screen.

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## Manage Sites Column

On **Sites → Manage Sites**, column **WPSigner** shows:

| Value | Meaning | Typical click-through |
|-------|---------|------------------------|
| **pending** | One or more awaiting signature | Filtered documents (`awaiting`) for that site |
| **OK** | Has linked contracts, none awaiting | Site contracts |
| **None** | No linked contracts | Create with site prefilled |

If WPSigner is not ready, the column may show a dash.

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## Manage Clients Column

On the MainWP **Clients** table, column **WPSigner** uses the same **pending / OK / None** pattern scoped to `client_id`.

Client widgets can show an onboarding CTA when the client has zero contracts.

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## Pending Signature Alerts

When at least one linked contract is awaiting signature (`sent` or `viewed`), users may see:

1. A WordPress **admin notice**
2. A MainWP-style **orange banner** on MainWP-related screens

Both point to the Contracts list filtered to awaiting signatures for quick review.

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## Quick Create From Surfaces

| Surface | Action |
|---------|--------|
| Contract card (Client) | Quick create & send for that client |
| Contract card (Site) | Quick create & send for that site (+ client if linked) |
| Site WPSigner tab | Same |

Requirements and failure modes: [Creating Contracts → Quick create](/addons/mainwp-creating-contracts/#quick-create--send).

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## Recommended Agency Workflow

1. Connect Sites and Clients in MainWP as usual.
2. Set Default template + agency signer in [Settings](/addons/mainwp-settings/).
3. From a Client or Site card, use **Quick create & send** for standard agreements.
4. Use **Create** for custom titles, extra signers, or one-off OTP/KYC.
5. Watch the Dashboard **Contracts** widget and pending banners for follow-ups.
6. Use **Remind** / bulk remind from the Contracts list.
7. When fully signed, **Open** → Download PDF (completed only).

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## Related

- [Managing Contracts](/addons/mainwp-managing-contracts/)
- [Creating Contracts](/addons/mainwp-creating-contracts/)
- [WPSigner for MainWP overview](/addons/mainwp/)