# Uncanny Automator — Installation & Setup

> Install WPsigner for Uncanny Automator, confirm both plugins are active, and create the first recipe.

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/uncanny-automator-installation/
Markdown: https://docs.wpsigner.com/md/addons/uncanny-automator-installation.md
Source file: addons/uncanny-automator-installation.md

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Install this addon on the **same WordPress site** that already runs Uncanny Automator and WPsigner. There is no child-site install, no Automator app key, and no webhook to WPsigner Cloud.

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## Requirements

| Component | Minimum | Notes |
|-----------|---------|-------|
| WordPress | 5.8+ | Tested up to 7.1 |
| PHP | 7.4+ | Same as WPsigner |
| [Uncanny Automator](https://wordpress.org/plugins/uncanny-automator/) | Active | Free edition is enough for triggers and actions |
| [WPsigner](/getting-started/installation/) | Active | Needs Document, Template, and Signer models |
| Uncanny Automator Pro | Optional | Conditions and signer token loops only |
| Capability | `activate_plugins` | To install the ZIP |

> **Requires WPsigner Pro for templates**
Create-from-template actions need **WPsigner templates**, which are a Pro feature. Triggers on documents you already send from Lite still work if WPsigner is active, but most Automator recipes assume Pro templates.

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## Install

1. Log in to the [Account Portal → Addons](https://app.wpsigner.com/account/?portal_tab=addons).
2. Download **WPsigner for Uncanny Automator**. Portal links expire in about one hour.
3. In WordPress: **Plugins → Add New → Upload Plugin** → install the ZIP → **Activate**.
4. Confirm **Uncanny Automator** and **WPsigner** are also active.

See [Account Portal](/addons/account-portal/) and [Addons Overview](/addons/overview/) for the general download flow.

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## After Activation

The addon:

- Registers the **WPsigner** integration in Automator (code `WPSIGNER`)
- Listens to `wps_document_created_from_template` so later triggers can filter by template
- Adds a card on **WPsigner → Addons**
- Adds **Automator → WPsigner** for privacy settings

If Automator or WPsigner is missing, administrators see an error notice. The integration does not appear in the recipe builder until **both** dependencies and this addon are active.

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## First Recipe

1. Open **Automator → Recipes → Add Recipe**.
2. Choose **Everyone** if signers may be guests (recommended for *signed* / *completed*). Use **Logged-in users** only for *A WordPress user signs a document*.
3. Add trigger **WPsigner → A WPsigner document is completed**. Leave the template on **Any template**.
4. Add an action — for a smoke test, **Send an email** to yourself with the Document title token.
5. **Publish** the recipe. Draft recipes do not run WPsigner actions.

Then complete a test document in WPsigner. Automator → Logs should show the recipe run.

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## Settings After Install

Open **Automator → WPsigner** and decide whether signing URLs belong in tokens. Default is on. Details: [Settings](/addons/uncanny-automator-settings/).

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## Updates

Update the addon ZIP from the Account Portal like other official addons. Keep Uncanny Automator current so the Integration Framework (`\Uncanny_Automator\Integration`) is present.

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## Next Steps

- [Triggers](/addons/uncanny-automator-triggers/)
- [Actions](/addons/uncanny-automator-actions/)
- [Recipe Examples](/addons/uncanny-automator-recipes/)
- [Troubleshooting](/addons/uncanny-automator-troubleshooting/)