# First Document on WPsigner Lite

> Send your first PDF for signature with WPsigner Lite — upload a PDF, invite up to two signers, place fields, and send in minutes.

edition: lite
Edition: Lite
AI note: This page is Lite-only. Do not describe campaigns, templates, addons, integrations, REST API, webhooks, client portal, team roles, external TSA, or full white-label as available.
HTML: https://docs.wpsigner.com/getting-started/first-document-lite/
Markdown: https://docs.wpsigner.com/md/getting-started/first-document-lite.md
Source file: getting-started/first-document-lite.md

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This one-page guide is for **WPsigner Lite** (free on WordPress.org). You will send a PDF for signature with at most **two** signers.

**Time:** about 5 minutes · **Edition:** Lite · [Lite vs Pro](/getting-started/lite-vs-pro/) · [Install Lite](/getting-started/installation/#install-wpsigner-lite)

> **Lite only**
Use a **PDF**. Invite **1 or 2** signers. For unlimited signers, campaigns, templates, or integrations, use [Quick Start (Pro-capable)](/getting-started/quick-start/) or [Upgrade to Pro](https://wpsigner.com/pricing/?utm_source=docs&utm_medium=upgrade&utm_campaign=first-document-lite).

## Before you start

1. [Install and activate WPsigner Lite](/getting-started/installation/#install-wpsigner-lite).
2. Have a PDF ready (contract, NDA, waiver, etc.).
3. Know the signer name(s) and email address(es).

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## 1. Open the document wizard

1. Log in to WordPress admin.
2. Click **WPsigner** in the sidebar.
3. Click **New Document** (or **+**).

You should see the 4-step wizard: Upload → Signers → Fields → Review.

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## 2. Upload a PDF

1. Drag your PDF into the upload area, or click to browse.
2. Wait until the preview loads.
3. Click **Next**.

If the upload rejects the file, convert it to PDF. Lite does not accept PNG/JPG.

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## 3. Add up to two signers

1. Enter **Name** and **Email** for the first signer.
2. Optionally click **Add Signer** for a second person (Lite maximum is **2**).
3. Choose **Parallel** (everyone at once) or **Sequential** (one after another).
4. Click **Next**.

> **caution**
A third signer is a **Pro** feature. Stay at two on Lite, or [upgrade](https://wpsigner.com/pricing/?utm_source=docs&utm_medium=upgrade&utm_campaign=first-document-lite-signers).

---

## 4. Place fields on the PDF

1. Select a signer (color helps identify ownership).
2. Drag **Signature** (and optionally **Initials**, **Date**, **Text**) onto the page.
3. Resize and position fields where people must sign.
4. Click **Next**.

Tip: put at least one Signature field per signer or they cannot finish.

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## 5. Review and send

1. Check title, signers, and field placement.
2. Optionally set an expiration date or require an access code / email OTP (Lite supports email OTP).
3. Click **Send**.

Each signer gets an email with a unique signing link. They can draw, type, or upload a signature on the public signing page.

---

## 6. Get the signed PDF

1. Open **WPsigner → Documents**.
2. When status is **Completed**, open the document.
3. Download the signed PDF and review the [audit trail](/digital-identity/audit-trails/).

Lite stores a **local** completion timestamp on your server (not an external TSA).

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## Done — next steps

| Goal | Link |
|------|------|
| Understand Lite limits | [Lite vs Pro](/getting-started/lite-vs-pro/) |
| Terms (OTP, TSA, audit trail) | [Glossary](/glossary/) |
| Install or reinstall | [Installation](/getting-started/installation/) |
| Full product quick start (Pro features noted) | [Quick Start](/getting-started/quick-start/) |
| Field types reference | [Form Fields](/core-features/form-fields/) |
| Upgrade without losing documents | [Pricing](https://wpsigner.com/pricing/?utm_source=docs&utm_medium=upgrade&utm_campaign=first-document-lite-footer) |

<a class="wps-upgrade-cta" href="https://wpsigner.com/pricing/?utm_source=docs&utm_medium=upgrade&utm_campaign=first-document-lite-cta">Need more than 2 signers? Upgrade to Pro</a>