# Core Features

> Learn how to create documents, bulk-send from a CSV, manage campaigns, configure signer workflows, and use form fields in WPsigner.

edition: both
Edition: Lite + Pro
AI note: This page applies to Lite and Pro. Call out Lite limits (PDF only, max 2 signers, email OTP, local timestamp) when they apply. Do not invent Pro-only features.
HTML: https://docs.wpsigner.com/core-features/
Markdown: https://docs.wpsigner.com/md/core-features.md
Source file: core-features/index.md

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WPsigner's core features cover the document signing lifecycle — from uploading a PDF and placing fields to multi-signer workflows. Some items below (campaigns, client portal, team roles) require **Pro**. Shared document tools work in **Lite** within published limits. See [Lite vs Pro](/getting-started/lite-vs-pro/).

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## Feature Guides

| Guide | Description | Edition |
|-------|-------------|---------|
| [Creating Documents](/core-features/creating-documents/) | Upload PDFs, add signers (including WordPress users), position fields, and send | Lite + Pro |
| [Bulk Send](/core-features/bulk-send/) | Invite many people from a CSV using one template; tag each batch | Pro |
| [Campaigns (Public Links)](/core-features/campaigns/) | Reusable public signing links | Pro |
| [Client Portal](/core-features/client-portal/) | Admin and signer dashboards on your site | Pro |
| [Team Roles & Permissions](/core-features/team-roles/) | Sender, Viewer, Manager, and Admin access matrix | Pro |
| [Security & Compliance](/core-features/security-compliance/) | OTP, access codes, WordPress login, evidence, certificates, timestamps | Lite + Pro (advanced options in Pro) |
| [Signer Workflows](/core-features/signer-workflows/) | Signer order, parallel vs sequential, per-signer WordPress login | Lite + Pro |
| [Form Fields](/core-features/form-fields/) | Signature, text, date, checkbox, and more | Lite + Pro |

---

## How Documents Work

The document lifecycle in WPsigner follows a straightforward flow:

```
Upload PDF → Add Signers → Place Fields → Send → Signers Sign → Document Completed
```

### Document Statuses

| Status | Meaning |
|--------|---------|
| **Draft** | Document created but not yet sent |
| **Sent** | Emails delivered, waiting for signatures |
| **Viewed** | At least one signer has opened the signing page |
| **Completed** | All signers have signed — PDF is sealed |
| **Declined** | A signer declined to sign |
| **Expired** | Signing deadline passed before completion |

---

## Documents, Bulk Send, and Campaigns

WPsigner offers three ways to collect signatures:

| Feature | Standard Documents | Bulk Send | Campaigns |
|---------|-------------------|-----------|-----------|
| **Signers** | Named (email required) | Named list from a CSV | Anyone with the link |
| **Use case** | Contracts, a few specific parties | Same template, many known people | Waivers, consent forms, open enrollment |
| **Tracking** | Per-signer status, individual emails | One document + tag per row | Per-submission, shared URL |
| **Limit** | Lite: max 2 signers; Pro: unlimited | **Pro**, 200 rows per send | Unlimited submissions per campaign (**Pro**) |

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## Quick Links

- **New to WPsigner?** Start with [Creating Documents](/core-features/creating-documents/) to learn the 4-step wizard. Pick WordPress users, add yourself as signer #1, or require a matching WordPress login on a row.
- **Same template, many emails?** Use [Bulk Send](/core-features/bulk-send/).
- **Need reusable public links?** See [Campaigns](/core-features/campaigns/) for shareable signing URLs.
- **Adding a team?** Use [Team Roles & Permissions](/core-features/team-roles/) before granting access.
- **Need stronger signer verification?** Configure [Security & Compliance](/core-features/security-compliance/).
- **Multiple signers?** Read [Signer Workflows](/core-features/signer-workflows/) to configure parallel or sequential signing.
- **Custom fields?** The [Form Fields](/core-features/form-fields/) reference covers every field type with positioning tips.