# Frequently Asked Questions

> Answers to common questions about WPsigner electronic signatures, legal compliance, security, and features.

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/support/faq/
Markdown: https://docs.wpsigner.com/md/support/faq.md
Source file: support/faq.md

---

Find answers to the most common questions about WPsigner electronic signatures.

## Lite vs Pro

### What is the difference between Lite and Pro?

**Lite** is free (WordPress.org): PDF only, max two signers, email OTP, local timestamp, audit trail. **Pro** adds unlimited signers, campaigns, templates, addons, integrations, client portal, REST API/webhooks, external TSA, and full white-label. Full matrix: [Lite vs Pro](/getting-started/lite-vs-pro/).

### Can I upgrade from Lite to Pro without losing documents?

Yes. Pro uses the same `wps_*` database tables and secure storage. When Pro is active, Lite does not load. Your documents and audit logs remain.

### Is Lite a time-limited trial?

No. Lite is a complete free edition with published limits. Pro is a separate paid plugin.

### Where do I buy or upgrade to Pro?

Use [wpsigner.com/pricing](https://wpsigner.com/pricing/?utm_source=docs&utm_medium=upgrade&utm_campaign=faq) or the **Upgrade to Pro** button on Pro-only docs pages.

### I installed Lite from WordPress.org. Where do I start?

Follow **[First Document on Lite](/getting-started/first-document-lite/)** (PDF → up to two signers → send). For the full product path, see [Quick Start](/getting-started/quick-start/). Definitions of OTP, TSA, campaign, and audit trail: [Glossary](/glossary/).

## Legal & Compliance

### Are electronic signatures legally valid?

Electronic signatures are legally recognized in many countries, but validity for a particular transaction depends on consent, intent, identity evidence, retention, document type, and local exceptions:

| Region | Law | Status |
|--------|-----|--------|
| **United States** | ESIGN Act, UETA | ✅ Legal since 2000 |
| **European Union** | eIDAS Regulation | ✅ Legal since 2016 |
| **United Kingdom** | UK eIDAS/ECA 2000 | ✅ Legal |
| **Canada** | PIPEDA, Provincial laws | ✅ Legal |
| **Australia** | Electronic Transactions Act | ✅ Legal |

Electronic records generally cannot be rejected solely because they are electronic, but this does not make every workflow or document automatically enforceable.

### What documents can I sign electronically?

**Most documents** can be signed electronically:

| ✅ **Can Sign Electronically** | ❌ **May Require Wet Signature** |
|-------------------------------|----------------------------------|
| Contracts | Wills and testaments |
| Employment agreements | Court documents |
| NDAs | Some real estate deeds |
| Service agreements | Notarized documents |
| Purchase orders | Powers of attorney (varies) |
| HR documents | Some government forms |
| Client proposals | |

Check your local requirements for specific document types.

### Is WPsigner HIPAA compliant?

WPsigner can be used in a HIPAA-compliant manner when:

1. **You host on HIPAA-compliant infrastructure** (WPsigner is self-hosted)
2. **You configure appropriate security settings:**
   - Enable OTP verification
   - Use Digital ID signing
   - Configure audit trails
3. **Your hosting provider has a BAA** (Business Associate Agreement)
4. **You implement proper access controls**

WPsigner provides the tools; you ensure compliance through proper configuration.

### Does WPsigner meet eIDAS requirements?

WPsigner provides controls that can contribute to different eIDAS-oriented workflows:

| Level | WPsigner role | Additional requirements |
|-------|---------------|-------------------------|
| **Simple Electronic Signature (SES)** | Captures a signature and audit evidence | Transaction-specific consent and retention |
| **Advanced Electronic Signature (AdES)** | OTP, KYC, audit, certificate, and timestamp controls can contribute | Must satisfy all eIDAS AdES criteria, not just enable a preset |
| **Qualified Electronic Signature (QES)** | Can retain related evidence | Requires a qualified certificate, qualified signature-creation device/process, and QTSP |

The Security & Compliance score is guidance only and does not certify a workflow as AdES or QES.

---

## Security & Privacy

### Where is my data stored?

**On your own WordPress server.** WPsigner is completely self-hosted.

| Data Type | Storage Location |
|-----------|-----------------|
| Documents | `/wp-content/uploads/wpsigner/` |
| Signatures | Your WordPress database |
| User data | Your WordPress database |
| Audit logs | Your WordPress database |

WPsigner does **not** send data to external servers (except TSA timestamps if enabled).

### Is my data encrypted?

| Layer | Encryption |
|-------|------------|
| **In transit** | HTTPS (SSL/TLS) - you configure |
| **At rest** | Server-level - you configure |
| **Signed PDFs** | Digitally signed, tamper-evident |

You control encryption through your server and WordPress configuration.

### Can WPsigner access my documents?

**No.** WPsigner is a self-hosted plugin. The developers have no access to:
- Your documents
- Your signatures
- Your user data
- Your server

Everything stays on your infrastructure.

### How are signatures protected?

Signatures are protected through:

1. **Unique signing links** - Cryptographically secure tokens
2. **Link expiration** - Configurable expiry
3. **Optional access code** — 4–8 digit PIN for the document (random or a secret the signer already knows)
4. **Optional OTP verification** - Email-based MFA
5. **Audit trail** - Complete activity logging
6. **Digital signature** - Cryptographic integrity

### What happens to documents after signing?

| Stage | What Happens |
|-------|--------------|
| Signing complete | PDF locked with digital signature |
| Audit trail appended | Certificate of Completion added |
| Notifications sent | All parties receive copy |
| Original stored | Remains on your server |

Documents remain on your server indefinitely until you delete them.

---

## Features & Functionality

### Can I set my own access code (last 4 of SSN, date of birth)?

Yes, in **3.2.8+**. On Review, check **Require access code**, choose **I’ll set the access code**, type 4–8 digits, and optionally a **Signer prompt**. Leave **Include access code in signing email** off so the invite is only the link. Guide: [Access codes](/core-features/security-compliance/#access-codes).

### How do I CC a Fluent Forms field on the signed PDF?

In **WPsigner → Integrations → Fluent Forms**, edit the feed and set **CC email field** to that form’s Email field. The visitor can type the address or Fluent Forms can fill it from the URL. Fixed addresses go in **Additional CC emails**. Requires **WPsigner 3.2.8+**. Guide: [Fluent Forms](/integrations/fluent-forms/#cc-emails-optional).

### How do I CC a Formidable Forms field on the signed PDF?

Same idea as Fluent Forms: **WPsigner → Integrations → Formidable Forms**, set **CC email field**, and optionally **Additional CC emails**. Requires **WPsigner 3.2.12+**. Guide: [Formidable Forms](/integrations/formidable-forms/#cc-emails-optional).

### Does WPsigner include E2Pdf for Formidable Forms?

No. E2Pdf is a separate plugin and is not in the WPsigner ZIP. When it is active, a Formidable feed can send an E2Pdf-generated PDF to WPsigner for signing. There is no E2Pdf card under **WPsigner → Integrations** — you configure it on the Formidable feed. If E2Pdf is not installed, the dropdown is hidden and nothing extra loads. Guides: [E2Pdf](/integrations/e2pdf/) · [Formidable Forms — E2Pdf feed](/integrations/formidable-forms/#e2pdf--feed).

### Can I use E2Pdf with Gravity Forms or WooCommerce?

Not in this release. The WPsigner bridge only reads E2Pdf templates whose extension is Formidable. Other E2Pdf extensions are ignored.

### After I sign a Formidable form, can I download the PDF?

Yes. With **3.2.12+**, the Formidable success message includes **Download Signed PDF**. You can also use `{inSigner:download_button}` or `[wps_signed_pdf_url]` in emails. Guide: [Formidable Forms](/integrations/formidable-forms/#download-the-signed-pdf).

### Formidable blocked my signed form as spam. Is that WPsigner?

No. The message *Your entry appears to be blocked spam!* is from Formidable. **3.2.12+** stops it from treating the signature image as spam text. Guide: [Troubleshooting](/support/troubleshooting/#formidable-blocked-spam).

### Why does WooCommerce say WPsigner is incompatible?

It is usually a false flag after recovery mode (WooCommerce did not see the HPOS declaration). WPsigner uses the order API and is HPOS-compatible. Update to **3.2.12+** and re-enable the plugin. Guide: [WooCommerce](/integrations/woocommerce/#hpos-compatibility).

### Can ChatGPT send a WPsigner document?

Yes, in **3.2.11+**. Connect a Custom GPT to `insigner/v1/ai/*`. Sending requires `confirm=true` after a field preview. Guide: [ChatGPT](/integrations/chatgpt/).

### What file formats are supported?

| Format | Upload | Output |
|--------|--------|--------|
| **PDF** | ✅ Yes | ✅ Yes |
| **PNG** | ✅ Yes | ✅ Converted to PDF |
| **JPG/JPEG** | ✅ Yes | ✅ Converted to PDF |
| **Word (.docx)** | ❌ No | ❌ No |
| **Excel** | ❌ No | ❌ No |

Upload PDFs for best results. Images are converted to PDF automatically.

### How many signers can sign a document?

There's **no hard limit** on the number of signers. Practical limits depend on:
- Document layout (space for signatures)
- Workflow complexity
- Performance (server resources)

Most common use cases: 1-10 signers per document.

### Can I have multiple signature fields per signer?

**Yes.** Each signer can have multiple fields:
- Multiple signature fields
- Initials on each page
- Date fields
- Text fields
- Any combination of field types

### What's the difference between parallel and sequential signing?

| Parallel | Sequential |
|----------|------------|
| All signers receive invite simultaneously | Signers receive invite one at a time |
| Any order of completion | Must complete in specified order |
| Faster for independent signers | Required for approval chains |
| All can sign at once | Next signer waits for previous |

### Can signers decline to sign?

**Yes**, if you enable declining:

1. Signer clicks "Decline" button
2. Optional reason prompt appears
3. Document owner is notified immediately
4. Document status changes to "Declined"

You can disable declining in Settings if not desired.

### Can I customize the signing page?

**Yes.** Open **WPsigner → Appearance** ([Appearance guide](/customization/appearance/)):
- **Brand** — company logo, name, and primary color
- **Signing Page** — button color, size, corners, style, and light/dark theme
- **Client Portal** — portal look if you use the front-end dashboards

Full white-label renaming is in [Whitelabeling](/customization/whitelabeling/). Button labels (Finish, Decline) stay in Custom Texts.

### How do I send the same template to many people?

Open **Documents → Bulk Send**. Download the sample CSV, add name and email, choose a template, **name the send** (that name becomes a tag), and start. Guide: [Bulk Send](/core-features/bulk-send/). For a public link instead of a list, use [Campaigns](/core-features/campaigns/).

### How do I keep Vietnamese (or other accented) text on the signed PDF?

Install a **Signed PDF font**, not a language pack. Go to **WPsigner → Languages → Signed PDF fonts**, install **Accented Latin** for Vietnamese, then click **Use for signed PDFs**. That does not translate the admin screens. Guide: [Languages](/customization/languages/#signed-pdf-fonts).

### Can I pick signers from WordPress users?

**Yes (Pro 3.2.0+).** On Add Signers or Use Template, type at least two characters in the name or email field and choose the user. Check **Add me as signer #1** to fill the first row with your account. Guide: [Creating Documents](/core-features/creating-documents/#wordpress-users).

### Who is Signer #1 for signature fields?

The first person you add (the top row). The second person is Signer #2, and so on. Drag rows to change the order. **Add me as signer #1** only fills that first slot. Guide: [Signer order](/core-features/signer-workflows/#signer-order).

### Can I require a WordPress login before someone signs?

**Yes, per signer (Pro 3.2.0+).** Check **Require WordPress login with this email**. The email must already be a WordPress user. The signing link is not enough — they must be logged in with that same email. Leave it off for guests. It does not apply to campaigns or Bulk Send CSV rows. Guide: [Security & Compliance](/core-features/security-compliance/#wordpress-login-per-signer).

---

## Technical Questions

### What are the system requirements?

| Requirement | Minimum |
|-------------|---------|
| WordPress | 5.0+ |
| PHP | 7.4+ |
| Memory | 128MB (256MB recommended) |
| Extensions | OpenSSL, GD or Imagick, mbstring |
| SSL | Required for signing pages |

See [Requirements](/getting-started/requirements/) for details. For recommended hosts and shared hosting tips, see [Hosting Compatibility](/getting-started/hosting-compatibility/).

### Does WPsigner work on small / shared hosting sites?

**Yes.** WPsigner is tested on small WordPress sites and runs well for typical signing workloads when the [system requirements](/getting-started/requirements/) are met. See [Hosting Compatibility](/getting-started/hosting-compatibility/) for limits, checklists, and when to upgrade.

### Does WPsigner work with multisite?

**Yes**, WPsigner works with WordPress multisite:
- Network activate for all sites
- Per-site activation supported
- Separate settings per site

### Does WPsigner slow down my website?

**Minimal impact.** WPsigner:
- Only loads on WPsigner admin pages
- Signing pages are standalone
- No scripts on frontend pages
- Optimized database queries

### Can I use WPsigner on localhost?

**Yes**, for testing. However:
- Emails may not send (need SMTP)
- SSL recommended but optional locally
- TSA timestamps require internet access
- Some features need public URLs

### What happens if I deactivate the plugin?

| Action | Data Preserved |
|--------|----------------|
| Deactivate | ✅ Yes, all data kept |
| Reactivate | ✅ Returns to previous state |
| Delete plugin | ⚠️ Database tables remain (by design) |

Data is never automatically deleted for safety.

---

## Signing Experience

### How do signers sign?

Signers have multiple options:

| Method | Description |
|--------|-------------|
| **Draw** | Draw signature with mouse/finger/stylus |
| **Type** | Type name, select font style |
| **Upload** | Upload image of signature |

All methods are legally equivalent.

### Do signers need an account?

**No.** Signers:
- Click the unique link in their email
- Review the document
- Sign using any method
- Done!

No registration, no login, no account needed.

### Can signers access documents on mobile?

**Yes.** Signers do not need the native app. The signing page in the invitation email is fully responsive:
- Works on smartphones
- Tablet-optimized
- Touch-friendly signature pad
- Pinch-to-zoom document viewing

### Is there a WPsigner iOS or Android app?

**Yes, for site owners and staff on Pro.** The **WPsigner App** pairs with your WordPress site (QR from **WPsigner → Mobile App**). Android is live on [Google Play](https://play.google.com/store/apps/details?id=com.wpsigner.app). The App Store listing is coming soon. Details and store badges: [Mobile App](/mobile-app/).

### What if a signer loses their link?

Options:
1. **Check email** - Search for subject line
2. **Check spam** - May be filtered
3. **Request resend** - Contact document owner
4. **Owner resends** - From document actions menu

### Can signers download the signed document?

**Yes.** After completion:
- All signers receive email with signed document
- Download link in completion email
- Link remains active

---

## Documents & Storage

### Is there a document size limit?

| Limit Type | Default | Adjustable |
|------------|---------|------------|
| File size | Server limit | Yes, in php.ini |
| Page count | No limit | N/A |
| Field count | No limit | N/A |

Large documents may process slower.

### How long are documents stored?

**Until you delete them.** WPsigner doesn't auto-delete.

Recommendations:
- Keep completed documents per your retention policy
- Archive to external storage as needed
- Delete when no longer required

### Can I export/backup my documents?

**Yes**, multiple methods:

| Method | How |
|--------|-----|
| Download individual | From document view |
| Bulk download | Select multiple, download |
| Server backup | Backup `/wp-content/uploads/wpsigner/` |
| Database export | Standard WordPress backup includes data |

### Can I integrate with cloud storage?

Manual upload to:
- Google Drive
- Dropbox
- OneDrive
- Any cloud storage

Use [Webhooks](/api/webhooks/) for automation.

---

## Campaigns (Public Links)

### What's the difference between documents and campaigns?

| Documents | Campaigns |
|-----------|-----------|
| Send to specific people | Anyone with link can sign |
| Known recipients | Anonymous or known |
| One-time use links | Reusable link |
| Track individual signers | Track by campaign |

### Who can access campaign links?

Anyone with the link. Use campaigns for:
- Website forms
- QR codes
- Social media
- Mass distribution

Every new access creates a unique signing session.

### Can I limit campaign responses?

**Yes**, you can configure:
- Maximum submissions
- Expiration date
- Active/inactive status

---

## Integrations

### Can I integrate with my CRM?

**Yes**, through:
- [REST API](/api/) - Full programmatic access
- [Webhooks](/api/webhooks/) - Event notifications
- Zapier (via webhooks) - No-code automation

### Does WPsigner work with WooCommerce?

Manual integration via:
- Webhooks for order events
- API for document creation
- Custom development

### Can I trigger signatures from forms?

**Yes**, integrate with:
- Gravity Forms (via API/webhooks)
- WPForms (via API/webhooks)
- Contact Form 7 (via hooks)
- Any form plugin (via REST API)

---

## Pricing & Licensing

### How is WPsigner licensed?

WPsigner uses a **per-site license**:
- One license = one WordPress installation
- Development/staging sites typically free
- Volume discounts available

### Are there document limits?

License determines:
- Features available
- Support level
- Update access

No per-document fees or usage limits.

### What's included in support?

Support includes:
- Email assistance
- Bug fixes
- Compatibility updates
- Documentation access

---

## Getting Started

### How do I get started?

1. [Install the plugin](/getting-started/installation/)
2. Configure [settings](/customization/whitelabeling/)
3. Create your [first document](/getting-started/quick-start/)
4. Send for signature!

### Is there a demo?

Visit [wpsigner.com](https://wpsigner.com) for:
- Live demos
- Video tutorials
- Feature previews

### Where can I get help?

| Resource | For |
|----------|-----|
| [Documentation](https://docs.wpsigner.com) | Self-help guides |
| [Troubleshooting](/support/troubleshooting/) | Common issues |
| [Contact Support](https://wpsigner.com/contact) | Direct assistance |

---

## MainWP Addon

### Does WPSigner integrate with MainWP?

**Yes.** The official **[WPSigner for MainWP](/addons/mainwp/)** addon runs on your MainWP **Dashboard** (alongside WPSigner). You link contracts to MainWP Clients and Sites, then create, send, and remind from MainWP. WPSigner is **not** installed on child sites for this workflow.

### Can I enable OTP or KYC from MainWP?

When WPSigner Security is set to **Choose per document**, Create and Quick create can turn OTP/KYC on for that contract. MainWP does **not** change global WPSigner security options (addon **1.5.8+**). See [MainWP Security](/addons/mainwp-security/).

### Why are signing links hidden in MainWP?

Only WordPress admins (`manage_options`) or WPSigner users with full manage rights see raw signing URLs. Other team members can still manage contracts and view PDFs when allowed. Details: [MainWP Security](/addons/mainwp-security/).

### Where is MainWP troubleshooting?

See the dedicated guide: [MainWP Troubleshooting](/addons/mainwp-troubleshooting/).

---

## Uncanny Automator Addon

### Does WPsigner work with Uncanny Automator?

**Yes.** The official **[WPsigner for Uncanny Automator](/addons/uncanny-automator/)** addon registers a WPsigner integration inside Automator on the same WordPress site. There is no remote Automator app connection.

### Do I need Automator Pro?

No for triggers and actions. **Uncanny Automator Pro** is required only for WPsigner conditions and signer token loops.

### Are signing links stored in Automator logs?

If a recipe uses the Signing URL token, Automator may store it. Turn the token off under **Automator → WPsigner**. Details: [Settings](/addons/uncanny-automator-settings/) and [Security](/addons/uncanny-automator-security/).

### Where is Uncanny Automator troubleshooting?

See [Uncanny Automator Troubleshooting](/addons/uncanny-automator-troubleshooting/).

---

## More Questions?

Can't find your answer?
- Check [Troubleshooting](/support/troubleshooting/)
- Contact [support](https://wpsigner.com/contact/)
- Ask in the community