# Addons Overview

> Install and manage official WPsigner addons such as Smart Signing Forms from your account portal and WordPress admin.

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/overview/
Markdown: https://docs.wpsigner.com/md/addons/overview.md
Source file: addons/overview.md

---

**Addons** extend WPsigner with official features built by the WPsigner team. Install them on your WordPress site like any other plugin, then manage them from **WPsigner → Addons**.

> **Requires WPsigner Pro**
Addons are not available in **Lite**. [Upgrade to Pro](https://wpsigner.com/pricing/?utm_source=docs&utm_medium=upgrade&utm_campaign=addons) · [Lite vs Pro](/getting-started/lite-vs-pro/)

> **note**
Addons are separate ZIP files from the main WPsigner plugin. You need an active license to download most addons from the Account Portal.

---

## Available Addons

| Addon | Status | Description |
|-------|--------|-------------|
| [Smart Signing Forms](/addons/smart-signing-forms/) | Available | Drag-and-drop signing forms with inline signature, OTP, payments, and signed PDF output |
| [Document Builder](/addons/document-builder/) | Available | Write documents from scratch, insert assigned signing fields, generate a secure PDF, and continue to Review |
| [ApproveMe Importer](/addons/approveme-importer/) | Available | Import signed WP E-Signature / ApproveMe documents into WPsigner as completed PDFs |
| [WPSigner for MainWP](/addons/mainwp/) | Available | Manage agency contracts from the MainWP Dashboard (Clients & Sites) |
| [WPsigner for Uncanny Automator](/addons/uncanny-automator/) | Available | Triggers, actions, field tokens, signer loops, and messaging for Uncanny Automator recipes |
| Flow Builder | Coming soon | Visual automation canvas for signing workflows |

---

## Two Places to Manage Addons

| Location | Who uses it | Purpose |
|----------|-------------|---------|
| **[Account Portal](/addons/account-portal/)** (`app.wpsigner.com`) | License holders | Download official ZIP files (plugin + addons) |
| **WPsigner → Addons** (WordPress admin) | Site administrators | Install, activate, and open installed addons |

These work together: download from the portal, upload to WordPress, activate in WPsigner.

---

## Installation Flow

Follow this end-to-end process for an official addon:

| Step | Where | Action |
|------|-------|--------|
| 1 | [Account Portal → Addons](https://app.wpsigner.com/account/?portal_tab=addons) | Log in → open **Addons** tab → click **Download** on the addon card |
| 2 | WordPress admin | **Plugins → Add New → Upload Plugin** → select the ZIP → **Install Now** |
| 3 | WPsigner | **WPsigner → Addons** → click **Activate** on the addon card |
| 4 | WPsigner | Click the addon's **Open** or **Configure** action |

> **important**
Download links from the Account Portal are **time-limited** (about one hour). If a link expires, return to the Addons tab and download again.

---

## Requirements

- A compatible, licensed **WPsigner** installation (check each addon guide; Document Builder requires 3.0.2+)
- WordPress user with **`activate_plugins`** capability (to activate addons)
- Active license on your account (when the addon requires it — default for official addons)

---

## Addon Card States

On **WPsigner → Addons**, each card shows one of these states:

| State | Meaning |
|-------|---------|
| **Coming Soon** | Not released yet (for example Flow Builder) |
| **Not installed** | Download from Account Portal, then upload the ZIP |
| **Installed** | ZIP uploaded but not active — click **Activate** |
| **Active** | Addon running — use **Open Smart Signing Forms** (or equivalent) |

The **Download addon** button opens the Account Portal Addons tab in a new tab.

---

## After Installation

### Smart Signing Forms

Once Smart Signing Forms is active:

1. Go to **WPsigner → Smart Signing Forms → Add New Form**
2. Complete the 4-step wizard (configuration, fields, design, compliance)
3. Copy the shortcode: `[insigner_smart_form id="123"]`
4. Paste it into any page or post

Full guide: [Smart Signing Forms](/addons/smart-signing-forms/)

### Document Builder

Once Document Builder is active:

1. Go to **WPsigner → Document Builder**
2. Add signers and choose parallel or sequential signing
3. Write the document and insert assigned signing fields
4. Preview the PDF and continue to WPsigner's Review step

Full guide: [Document Builder](/addons/document-builder/)

### WPsigner for Uncanny Automator

Once the addon is active:

1. Confirm **Uncanny Automator** is also active
2. Open **Automator → Recipes → Add Recipe**
3. Add a **WPsigner** trigger (for example *A document is completed*) or action (*Create a document from a template*)

Full guide: [WPsigner for Uncanny Automator](/addons/uncanny-automator/) · [Installation](/addons/uncanny-automator-installation/) · [Recipe examples](/addons/uncanny-automator-recipes/)

### ApproveMe Importer

Once ApproveMe Importer is active:

1. Keep ApproveMe + **Save as PDF** enabled on the same site
2. Open **WPsigner → ApproveMe Import**
3. Review detection counts, then start the background import

Full guide: [ApproveMe Importer](/addons/approveme-importer/)

---

## Next Steps

- [Smart Signing Forms](/addons/smart-signing-forms/) — Complete addon documentation
- [Document Builder](/addons/document-builder/) — Create signing-ready PDFs from a rich-text editor
- [ApproveMe Importer](/addons/approveme-importer/) — Migrate signed ApproveMe documents
- [WPSigner for MainWP](/addons/mainwp/) — Contracts from the MainWP Dashboard
- [WPsigner for Uncanny Automator](/addons/uncanny-automator/) — Recipes for signing events and document actions
- [Account Portal](/addons/account-portal/) — Licenses, downloads, billing, and support
- [Installation](/getting-started/installation/) — Install the main WPsigner plugin
- [Stripe Payments](/integrations/stripe/) — Required for Smart Forms payment fields