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Results AI Sign Documentation

23 guides covering everything from first setup to advanced configuration.

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✍️ Results AI Sign: Complete Training Guide

Results AI Sign collects electronic signatures on your own WordPress site: templates, multi signer flows, a full audit trail and a final PDF sealed with a SHA-256 fingerprint.

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🚀 Quick Start: Your First Signed Document

Five steps from an empty screen to a document out for signature: pick a template, fill the merge fields, add signers, send, and watch the status page.

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🔑 Installing The Plugin And Activating Your License

Upload the plugin, activate it, and paste the license key from your purchase email. Until a key is entered, the admin shows only the activation screen.

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⚖️ Electronic Signatures And The Evidence Recorded

What the plugin actually captures on every document: intent, consent, identity association and record integrity. Plus the document types that usually still need paper.

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✏️ Three Ways To Create A Document

Start from one of the 20 templates, write your own text in the built in editor, or upload a finished PDF. Each route behaves slightly differently at signing time.

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📑 The Twenty Built In Agreement Templates

Every template that ships with the plugin, grouped into Online Business, Legal Basics and Local Business, with merge fields and signature blocks already placed.

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📤 Uploading Your Own PDF For Signature

Send a contract a lawyer or client supplied. The file is stored untouched and fingerprinted, and signatures land on an Execution Certificate bound to that fingerprint.

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🧩 Merge Fields: The Blanks You Fill In

Merge fields are the facts you supply once before sending: names, amounts, dates, jurisdiction. Sending is blocked while any of them is still unfilled.

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✒️ Signer Fields: Where People Sign

Signer fields are square bracket tags numbered per signer. Signature, initials, date, name, email, text box and checkbox, all inserted from the toolbar.

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👥 Signers, Signing Order And Access Codes

Add as many signers as the deal needs, choose sequential or parallel signing, protect sensitive documents with per signer access codes, and CC anyone on completion.

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📨 Sending A Document And The Checks Before It Goes

What the plugin validates before a document can leave, what the invitation email contains, and how to hand a signing link over yourself when email is the problem.

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📊 Tracking Status And Managing Sent Documents

The Documents list, the six document statuses, per signer progress, and the actions available on a live document: resend, copy link, duplicate, void and delete.

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📱 What Your Signer Sees

No account, no app, no password. The consent box, the three ways to sign, the deliberate wording on the button, and how declining works.

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🔒 Completion, The Final PDF And The Certificate

What happens the second the last signature lands: the PDF is built, the Certificate of Completion is appended, the file is sealed with SHA-256, and everyone is emailed.

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🛡️ Document Integrity And Verify Integrity

What a SHA-256 seal is, how the Verify Integrity button works, and the practical steps if someone ever disputes a signature or produces a different copy.

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🗄️ Where Documents Are Stored, And Privacy

Signatures, uploads and finished PDFs live in a protected folder inside your uploads directory with direct web access denied, and are served only through checked links.

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⏰ Deadlines, Expiry And Chasing Signatures

Every document carries a deadline, a daily background job expires overdue documents, and PRO adds automatic reminder emails on the cadence you choose.

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🔁 Connecting WP Sync And Your Autoresponder

With WP Sync installed and licensed, Results AI Sign appears as a bridge source so every signer of a completed document flows into your email tool automatically.

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⚙️ The Settings Tab Explained

Sender identity, default expiry, date format, ten admin colour schemes, licence status, the WP Sync indicator, the PRO panels and the Danger Zone.

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🤖 What Results AI Sign PRO Adds

PRO is a separate plugin with its own key: AI drafting and localization, automatic reminders, bulk send, your branding, webhooks, in person and embedded signing.

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🌍 Working With International Clients

Date formats, jurisdiction and currency merge fields, accented characters, UTC timestamps and PRO's AI Localize, for signing across borders.

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🛠️ Troubleshooting Common Problems

Emails that never arrive, missing signature fields, unfilled merge fields, a signature pad that will not draw, a failed integrity check and locked PRO features.

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❓ Frequently Asked Questions

Accounts, limits, storage, page builders, lapsed licences, simultaneous signing, deletion and using your own contracts instead of the templates.

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Ready to stop reading and start using?

Every plugin documented here works alongside the others, managed from one ResultsAIx Hub.