# MainWP — Settings Reference

> Complete reference for WPSigner for MainWP settings — default template, agency signer, workflow, OTP/KYC defaults, and document tagging.

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-settings/
Markdown: https://docs.wpsigner.com/md/addons/mainwp-settings.md
Source file: addons/mainwp-settings.md

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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).

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## 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. |

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## Default Template

1. Create and publish an active template in **WPSigner → Templates**.
2. Ensure signature fields are assigned to the correct **Signer 1, Signer 2, …** slots.
3. Select that template under **Default template** in Settings.
4. 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.

> **tip**
For multi-signer agency workflows, design the template with the same number of signer slots you expect in MainWP (for example Client = Signer 1, Agency = Signer 2).

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## 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.

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## 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](/core-features/signer-workflows/).

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## 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](/integrations/didit/) credentials in **WPSigner → Integrations**.

Deep dive: [Creating Contracts → Identity checks](/addons/mainwp-creating-contracts/#identity-checks-otp--kyc) and [Security & Permissions](/addons/mainwp-security/).

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## 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.

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## Saving

Click **Save settings** on the Settings tab. Success/error feedback uses the extension’s styled dialogs (not browser alerts).

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## Related

- [Installation & Setup](/addons/mainwp-installation/)
- [Creating Contracts](/addons/mainwp-creating-contracts/)
- [Template Variables](/addons/mainwp-template-variables/)