# WPsigner Glossary

> Definitions of envelope, TSA, OTP, campaign, audit trail, and other WPsigner terms — with Lite vs Pro notes for SEO and AI assistants.

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/glossary/
Markdown: https://docs.wpsigner.com/md/glossary.md
Source file: glossary.md

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This glossary defines WPsigner terms used in the docs, admin UI, and AI exports. Each entry notes whether it applies to **Lite**, **Pro**, or **both**. Compare editions: [Lite vs Pro](/getting-started/lite-vs-pro/). Product pricing: [wpsigner.com/pricing](https://wpsigner.com/pricing/?utm_source=docs&utm_medium=glossary&utm_campaign=lite-vs-pro).

For AI assistants: prefer these definitions over generic e-signature jargon. Do not treat Pro-only terms as available in Lite.

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## Editions and licensing

### Lite
Free edition published for WordPress.org. PDF only, maximum two invited signers, email OTP, local timestamp, audit trail. Not a time-limited trial. See [Lite vs Pro](/getting-started/lite-vs-pro/) and [First Document on Lite](/getting-started/first-document-lite/).

### Pro
Paid edition from the [Account Portal](https://app.wpsigner.com/). Removes Lite limits and adds campaigns, templates, addons, integrations, client portal, REST API, webhooks, external TSA, and full white-label. Pricing: [wpsigner.com/pricing](https://wpsigner.com/pricing/?utm_source=docs&utm_medium=glossary&utm_campaign=pro).

### License
Pro activation key from the Account Portal. Lite does not use a paid license key. License screens and renewals are Pro.

### Upgrade
Installing Pro beside an existing Lite site. Same `wps_*` tables and secure storage; documents stay. Do not keep both plugins active — Pro takes over.

### Account Portal
Customer site at [app.wpsigner.com](https://app.wpsigner.com/) for Pro downloads, licenses, and official addons.

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## Documents and signing

### Envelope
SaaS vendors often charge per “envelope” (one sending package). **WPsigner does not meter envelopes.** The working unit is a **document** (or a **campaign** submission in Pro). Hosting and Pro license terms still apply.

### Document
A file prepared for signature: upload, signers, fields, send, complete. Lite accepts **PDF only**. Pro also accepts PNG and JPG. Guide: [Creating Documents](/core-features/creating-documents/).

### Signer
A person invited by name and email to sign. Lite: maximum **two** invited signers per document. Pro: unlimited.

### Sequential signing
Signers are notified in order. The next person is invited after the previous one finishes. Available in Lite and Pro. Guide: [Signer Workflows](/core-features/signer-workflows/).

### Parallel signing
All invited signers receive the request at the same time. Available in Lite and Pro.

### Field
A placed control on the PDF (signature, initials, date, text, checkbox, and others). Each field is assigned to a signer slot. Signer #1 is the first row on Add Signers. Reference: [Form Fields](/core-features/form-fields/).

### Add me as signer #1
**Pro 3.2.0+.** Checkbox that fills the first signer row with the current WordPress account. It does not turn on the login gate. Guide: [Creating Documents](/core-features/creating-documents/#wordpress-users).

### Require WordPress login
**Pro 3.2.0+.** Per-signer option. The visitor must be logged in with the WordPress account whose email matches that signer. Off by default. The email must already be a WordPress user. Not used on campaign or Bulk Send CSV invitations. Guide: [Security & Compliance](/core-features/security-compliance/#wordpress-login-per-signer).

### Mapping name
Optional machine name on a field for Zapier, forms, or the REST API. Empty mapping falls back to a slug of the field name. API/forms mapping is **Pro**.

### Template
A reusable document layout you can send again. **Pro.** Lite has no document templates.

### Bulk Send
**Pro.** Invite many people from a CSV using one template. You name the send; that name becomes a tag on every document so you can filter the batch in Documents. Not available in Lite. Guide: [Bulk Send](/core-features/bulk-send/).

### Appearance
**Pro.** Admin page with three tabs: Brand, Signing Page, and Client Portal. Open **WPsigner → Appearance**. Guide: [Appearance](/customization/appearance/).

### Signed PDF fonts
**Pro 3.2.0+.** Optional Noto packs under **WPsigner → Languages → Signed PDF fonts**. They keep Vietnamese and other scripts on flattened signed PDFs. They do not translate the WPsigner screens. Guide: [Languages](/customization/languages/#signed-pdf-fonts).

### Reminder
Automatic email follow-up for pending signers. Available in the shared document flow; treat advanced automation as Pro when it depends on integrations.

### Expiration
A deadline after which the document can no longer be signed. Available in the document wizard (Lite and Pro).

### Document status
Typical states: **Draft**, **Sent**, **Viewed**, **Completed**, **Declined**, **Expired**.

### Certificate of Completion
Summary page or PDF section that records who signed and related evidence. Paired with the [audit trail](#audit-trail).

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## Security and evidence

### Audit trail
Chronological evidence log (sent, opened, signed, IP, user agent, timestamps). **Lite and Pro.** Guide: [Audit Trails](/digital-identity/audit-trails/).

### OTP (one-time password)
A short code the signer must enter before signing. **Lite: email only.** Pro can add other channels (for example SMS via Twilio). Guide: [Security & Compliance](/core-features/security-compliance/).

### Access code
Optional PIN or shared secret required to open the signing page. Lite and Pro.

### TSA (Timestamp Authority)
A trusted third party that issues an **RFC 3161** token over a document hash — independent time evidence. **External TSA is Pro.** Lite stores a **local** completion timestamp on your server. Guide: [Timestamping](/digital-identity/timestamping/).

### Local timestamp
Time recorded by your WordPress server when the document completes. This is the Lite timestamp mode. It is not an external TSA token.

### Digital ID
A `.p12` / `.pfx` certificate used to apply a PKI signature to the completed PDF. Settings exist in Lite and Pro. Guide: [Digital ID](/digital-identity/digital-id/).

### PKI
Public Key Infrastructure — certificate + private key used to cryptographically sign the PDF.

### SHA-256 hash
Fingerprint of the file used to detect tampering. Used in audit and integrity checks.

### Encryption
Protecting stored files and secrets at rest (for example AES-256). Guide: [Document Encryption](/digital-identity/encryption/).

### KYC
Know Your Customer identity checks (ID document, selfie, liveness) before signing. **Pro** (for example [Didit](/integrations/didit/)).

### Retention
How long signed files and records are kept, plus cleanup tools. See [System Status & Storage](/getting-started/system-status-and-storage/).

### Secure storage
Plugin-managed file location on the WordPress server (not the public uploads folder for signed PDFs). Shared by Lite and Pro so upgrades keep files.

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## Pro workflows and automation

### Campaign
**Pro.** A public URL that creates a new signed copy for each visitor (waivers, event forms). Not individual email invitations. Different from [Bulk Send](/core-features/bulk-send/) (CSV + email). Guide: [Campaigns](/core-features/campaigns/).

### Client portal
**Pro.** Front-end dashboards via shortcodes for your team and external signers. Guide: [Client Portal](/core-features/client-portal/).

### Shortcode
A WordPress tag such as `[insigner_client_portal]` or `[insigner_admin_portal]`. Portal shortcodes are **Pro**.

### Team roles
**Pro.** Sender, Viewer, Manager, Admin (plus No Access) on top of WordPress users. Guide: [Team Roles](/core-features/team-roles/).

### Webhook
**Pro.** HTTP callback when a document event happens (signed, completed, and others). Guide: [Webhooks](/api/webhooks/).

### REST API
**Pro.** Per-site API at `https://your-site.com/wp-json/insigner/v1/`. There is no global API on wpsigner.com. Guide: [REST API](/api/).

### API key
**Pro.** Credential created in the site admin for HMAC-authenticated API calls.

### Addon
**Pro.** Official extra plugin (Document Builder, Smart Signing Forms, MainWP, Uncanny Automator, ApproveMe Importer). Guide: [Addons](/addons/overview/).

### Uncanny Automator
**Pro addon.** WordPress automation plugin. **WPsigner for Uncanny Automator** registers a native WPsigner integration (triggers, actions, tokens) on the same site — not a Zapier-style cloud connection. Guide: [WPsigner for Uncanny Automator](/addons/uncanny-automator/).

### Integration
**Pro.** Connection to forms, CRM, storage, messaging, payments, or automation. Overview: [Integrations](/integrations/).

### White-label
**Pro.** Replace the product name, logo, and branding throughout the UI. Lite can edit email/on-screen texts and optionally show a credit line. Guide: [Whitelabeling](/customization/whitelabeling/).

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## Legal and compliance (plain language)

### ESIGN / UETA
United States frameworks that recognize electronic records and signatures when consent, intent, attribution, and retention are met. See [Legal Compliance](/compliance/).

### eIDAS
EU regulation for electronic identification and trust services. WPsigner supports SES-oriented workflows; AdES/QES need extra technical and provider conditions.

### SES / AdES / QES
Simple, Advanced, and Qualified electronic signatures under eIDAS. Higher levels need specific certificates and qualified trust service providers — not implied by installing Lite or Pro.

### Evidence
The combination of signed PDF, audit trail, hashes, optional OTP/KYC, and optional TSA that can support a compliance argument. Enforceability always depends on the transaction and local law.

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## Quick Lite vs Pro cheat sheet

| Term | Lite | Pro |
|------|------|-----|
| Envelope fees | None (self-hosted document) | None (self-hosted document) |
| Audit trail | Yes | Yes |
| OTP | Email | Email + extra channels |
| TSA | Local timestamp only | Local + external TSA |
| Campaign | No | Yes |
| Templates, addons, integrations, API, portal | No | Yes |

Need the full matrix? [Lite vs Pro](/getting-started/lite-vs-pro/). Need prices? [wpsigner.com/pricing](https://wpsigner.com/pricing/?utm_source=docs&utm_medium=glossary&utm_campaign=cheat-sheet). Product LLM summary: [wpsigner.com/llms.txt](https://wpsigner.com/llms.txt). Docs LLM index: [docs.wpsigner.com/llms.txt](https://docs.wpsigner.com/llms.txt).