# Whitelabeling & Branding

> Complete guide to customizing WPsigner with your company branding for a professional, seamless client experience.

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/customization/whitelabeling/
Markdown: https://docs.wpsigner.com/md/customization/whitelabeling.md
Source file: customization/whitelabeling.md

---

Whitelabeling allows you to completely customize WPsigner's appearance to match your brand. From logos and colors to complete removal of WPsigner branding, this page covers all customization options.

> **Requires WPsigner Pro**
Full white-label renaming is a **Pro** feature. Lite can edit email/on-screen texts and optionally show a credit line, but cannot replace the product name everywhere. [Upgrade to Pro](https://wpsigner.com/pricing/?utm_source=docs&utm_medium=upgrade&utm_campaign=whitelabel) · [Lite vs Pro](/getting-started/lite-vs-pro/)

## Why Whitelabeling Matters

### Professional Image

Consistent branding across all client touchpoints:

| Without Branding | With Your Branding |
|------------------|-------------------|
| Generic "WPsigner" logo | Your company logo |
| Default blue colors | Your brand colors |
| "Powered by WPsigner" | Your company name |
| Generic experience | Seamless branded experience |

### Client Trust

Branded signing experiences increase:

- **Completion rates** - Clients trust familiar branding
- **Professional perception** - Polished, integrated experience
- **Brand consistency** - Matches your other communications
- **Credibility** - Appears as your own platform

### Use Cases

| Scenario | Benefit |
|----------|---------|
| **Agencies** | Offer e-signatures as your service |
| **Law firms** | Professional client-facing documents |
| **HR departments** | Consistent employee experience |
| **SaaS companies** | Integrated user experience |
| **Freelancers** | Professional contract process |

---

## Branding Settings Overview

WPsigner offers two levels of branding customization:

### Appearance → Brand (Basic Branding)

| Setting | Purpose |
|---------|---------|
| Company Name | Your organization name |
| Company Logo | Logo in emails and signing pages |
| Primary Color | Accent color for buttons and highlights |

### White Label Settings (Complete Customization)

| Setting | Purpose |
|---------|---------|
| Brand Name | Replace "WPsigner" everywhere |
| Brand Initials | Custom logo icon (1-3 characters) |
| Powered By Text | Custom footer text |
| Hide All Branding | Complete white label mode |

---

## Configuring brand settings

Access these at **WPsigner → Appearance → Brand**.

### Company Name

Your company name appears in:
- Email sender name (if not overridden)
- Document Certificate of Completion
- Signing page header

**Configuration:**
1. Navigate to **General Settings** section
2. Enter your **Company Name**
3. Click **Save Settings**

### Company Logo

Your logo replaces the default WPsigner logo in:
- Email headers
- Signing page header
- Document Certificate of Completion
- Admin dashboard (optional)

**Best Practices:**
| Recommendation | Details |
|----------------|---------|
| Format | PNG with transparent background |
| Size | 200-400px wide, under 100KB |
| Aspect ratio | Horizontal (16:9 to 4:1) |
| Contrast | Works on both light and dark backgrounds |

**Configuration:**
1. Click **Upload Logo** button
2. Select your logo from the Media Library (or upload new)
3. Verify the preview looks correct
4. Click **Save Settings**

### Primary Color

The primary accent color affects:
- Buttons (Sign, Submit, Continue)
- Links and interactive elements
- Progress indicators
- Field highlights

**Configuration:**
1. Click the color picker or enter a hex code
2. Preview how it looks in the interface
3. Click **Save Settings**

**Color Tips:**
- Choose a color from your brand guidelines
- Ensure sufficient contrast for accessibility
- Test on both light and dark backgrounds
- Avoid colors that are too light (poor visibility)

---

## White Label Branding

Access at **WPsigner → Appearance → Brand**.

### Brand Name

Replace "WPsigner" with your own brand name throughout the plugin:

| Before | After (Example) |
|--------|-----------------|
| "WPsigner" in menus | "DocuSign Pro" |
| "WPsigner" in emails | "DocuSign Pro" |
| "WPsigner" notifications | "DocuSign Pro" |

**Configuration:**
1. Enter your **Brand Name** (e.g., "Acme Signatures")
2. This replaces "WPsigner" text in the interface
3. Click **Save Settings**

### Brand Initials

The brand initials appear in the logo icon badge throughout the admin interface:

| Default | Custom Example |
|---------|----------------|
| "eS" | "AS" (for Acme Signatures) |
| "eS" | "D" (for single letter) |
| "eS" | "DSP" (for DocuSign Pro) |

**Configuration:**
1. Enter 1-3 characters for your **Brand Initials**
2. Keep it short and recognizable
3. Click **Save Settings**

### Powered By Text

Customize or remove the footer attribution:

| Option | Result |
|--------|--------|
| Custom text | "Powered by Acme Corp" |
| Empty | No footer text (hidden completely) |

**Configuration:**
1. Enter custom **Powered By Text** (or leave empty to hide)
2. Click **Save Settings**

### Complete White Label Mode

Enable "Hide all plugin branding" for complete white label:

**What Gets Hidden:**
- All "WPsigner" text references
- Default logo icon
- Footer attributions
- External links to wpsigner.com

**What Remains:**
- Your custom branding
- Your company logo
- Your brand colors

**Configuration:**
1. Check **Hide all plugin branding (complete white label)**
2. Click **Save Settings**

---

## Document Settings

Configure default document behavior at **WPsigner → Settings → Document Settings**.

### Document Expiry

Set default expiration period for signing links:

| Setting | Description |
|---------|-------------|
| Value | Number of days (0 = never expires) |
| Default | 30 days |
| Recommended | 7-30 days for most documents |

**Best Practices:**
- Short expiry (7 days) for urgent documents
- Medium expiry (30 days) for standard contracts
- Long/no expiry for evergreen documents

### Default Signing Order

Set the default workflow for new documents:

| Option | Behavior | Best For |
|--------|----------|----------|
| **Parallel** | All signers receive email at once | Co-signers, fast completion |
| **Sequential** | One-by-one in order | Approval chains |

This is the default—you can override per-document.

### Allow Decline

Enable/disable the decline option for signers:

| Enabled | Disabled |
|---------|----------|
| Signers can refuse to sign | Sign or do nothing |
| Decline reason captured | No explicit refusal option |
| Real-time notification | No decline notifications |

### Require PIN

Enable PIN protection for document access:

| Enabled | Disabled |
|---------|----------|
| Signers must enter PIN | Direct link access |
| Extra security layer | Faster signer experience |
| You share PIN separately | No extra step |

---

## Email Settings

Configure email behavior at **WPsigner → Settings → Email Settings**.

### From Name

The sender name that appears in recipients' inboxes:

| Default | Recommended |
|---------|-------------|
| Site name | Your company name |

Example: "Acme Corporation" or "John Smith - Acme Corp"

### From Email

The email address emails are sent from:

| Consideration | Recommendation |
|---------------|----------------|
| Deliverability | Use domain email (not @gmail) |
| Replies | Use monitored inbox |
| Branding | Match your domain |

Example: `contracts@acmecorp.com` or `noreply@acmecorp.com`

> **important**
For reliable deliverability, configure and test SMTP using a plugin such as WP Mail SMTP or FluentSMTP.

### Automatic Reminders

Enable automatic reminder emails for pending signatures:

| Enabled | Disabled |
|---------|----------|
| Auto-send reminders | No automatic follow-up |
| Configurable schedule | Manual reminders only |
| Better completion rates | You control all emails |

### Completion Notification

Send email when a document is fully signed:

| Recipient | Email Content |
|-----------|---------------|
| Document owner | "Document XYZ has been completed" |
| All signers | Copy of the signed document |

---

## Legal & Privacy Settings

Configure compliance options at **WPsigner → Settings → Legal & Privacy**.

### Privacy Policy URL

Link to your privacy policy, displayed to signers:

**Where It Appears:**
- Signing page footer
- Before signature consent
- Legal disclosure section

**Configuration:**
1. Enter the full URL to your privacy policy
2. Signers will be required to acknowledge it
3. Click **Save Settings**

### Terms of Service URL

Optional link to your terms of service:

**Where It Appears:**
- Signing page footer
- Alongside privacy policy

### OTP Verification (eIDAS Advanced)

Enable email OTP verification for enhanced identity assurance:

**How It Works:**
1. Signer clicks signing link
2. OTP code is sent to their email
3. Signer enters the code
4. Access granted to document

**Benefits:**
- eIDAS Advanced Signature compliance
- Stronger identity verification
- Additional security layer

### Certified Timestamping (TSA)

Enable RFC 3161 timestamps for long-term validity:

**Benefits:**
- Proves exact signing time
- Long-term validation
- Legal compliance

See [Timestamping](/digital-identity/timestamping/) for full details.

---

## Where Branding Appears

### Signing Page

| Element | Customizable |
|---------|-------------|
| Header logo | ✅ Company Logo |
| Header text | ✅ Company Name |
| Button colors | ✅ Primary Color |
| Footer text | ✅ Powered By Text |

### Emails

| Element | Customizable |
|---------|-------------|
| From name | ✅ From Name |
| From email | ✅ From Email |
| Logo in header | ✅ Company Logo |
| Button colors | ✅ Primary Color |
| Footer text | ✅ Powered By Text |

### Certificate of Completion

| Element | Customizable |
|---------|-------------|
| Company name | ✅ Company Name |
| Logo | ✅ Company Logo |
| Footer | ✅ Powered By Text |

### Admin Dashboard

| Element | Customizable |
|---------|-------------|
| Logo icon | ✅ Brand Initials |
| Menu label | ✅ Brand Name |
| About section | ✅ Hides with White Label |

---

## Best Practices

### Brand Consistency

| Area | Recommendation |
|------|----------------|
| Logo | Same as your website |
| Colors | Match your brand guidelines |
| Names | Consistent across all materials |
| Tone | Professional, aligned with your voice |

### Testing Your Branding

1. **Send a test document** to yourself
2. **Review the email** - Check logo, colors, text
3. **Complete the signing** - Verify signing page branding
4. **Download the PDF** - Check Certificate of Completion
5. **Iterate** - Adjust settings as needed

### For Agencies

If you're offering e-signature services to clients:

1. Enable **Complete White Label Mode**
2. Upload a **neutral/generic logo** or client-specific logo
3. Use client-appropriate **color scheme**
4. Set **Powered By** to your agency name or hide
5. Consider separate WP installations per client for complete isolation

---

## Troubleshooting

### Logo not appearing

- Verify the image uploaded successfully
- Check file format (PNG/JPG recommended)
- Ensure URL is accessible (check privacy settings)
- Clear browser cache

### Colors not updating

- Hard refresh the page (Ctrl+Shift+R / Cmd+Shift+R)
- Clear any caching plugins
- Verify you clicked "Save Settings"

### Emails showing wrong sender

- Verify SMTP plugin is configured correctly
- Check that "From Email" is a valid address
- Some hosts override sender information

---

## Next Steps

- [Appearance](/customization/appearance/) - Brand, signing buttons, and portal tabs
- [Email Templates](/customization/email-templates/) - Customize email content
- [Digital ID](/digital-identity/digital-id/) - Configure signing certificates
- [Security Settings](/digital-identity/audit-trails/) - Compliance options