Lite + Pro Lite limits

Frequently Asked Questions

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.

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 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 (PDF → up to two signers → send). For the full product path, see Quick Start. Definitions of OTP, TSA, campaign, and audit trail: 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:

You host on HIPAA-compliant infrastructure (WPsigner is self-hosted)
You configure appropriate security settings:
- Enable OTP verification
- Use Digital ID signing
- Configure audit trails
Your hosting provider has a BAA (Business Associate Agreement)
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:

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

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.

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.

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 · 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.

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.

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.

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.

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:

Signer clicks “Decline” button
Optional reason prompt appears
Document owner is notified immediately
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):

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. 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. For a public link instead of a list, use 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.

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.

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.

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.

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 for details. For recommended hosts and shared hosting tips, see 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 are met. See 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. The App Store listing is coming soon. Details and store badges: Mobile App.

What if a signer loses their link?

Options:

Check email - Search for subject line
Check spam - May be filtered
Request resend - Contact document owner
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 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 - Full programmatic access
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?

Install the plugin
Configure settings
Create your first document
Send for signature!

Is there a demo?

Visit wpsigner.com for:

Live demos
Video tutorials
Feature previews

Where can I get help?

Resource	For
Documentation	Self-help guides
Troubleshooting	Common issues
Contact Support	Direct assistance

MainWP Addon

Does WPSigner integrate with MainWP?

Yes. The official WPSigner for 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.

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.

Where is MainWP troubleshooting?

See the dedicated guide: MainWP Troubleshooting.

Uncanny Automator Addon

Does WPsigner work with Uncanny Automator?

Yes. The official WPsigner for 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 and Security.

Where is Uncanny Automator troubleshooting?

See Uncanny Automator Troubleshooting.