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ResultsAiX Sign Documentation

29 guides covering everything from first setup to advanced configuration.

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✍️ ResultsAiX Sign: Complete Training Guide

ResultsAiX Sign collects electronic signatures on your own WordPress site: 20 agreement templates, multi-signer flows, a full audit trail and a final PDF sealed with a SHA-256 fin…

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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 licence key from your purchase email. Until a key is entered, the AiX Sign menu shows only the activation screen.

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🏠 The Dashboard At A Glance

The Dashboard shows how many documents are out for signature, how many completed this month and in total, your completion rate and your eight most recent documents.

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⚖️ Electronic Signatures And The Evidence Recorded

What the plugin records on every document: consent to sign electronically, every view and signature with time and IP address, the device, and a fingerprint of the final file.

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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 a little 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 (10), Local Business (8) and Legal Basics (2), with merge fields and signature blocks already placed.

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💾 Saving Your Own Reusable Templates

Save any agreement you have adjusted as your own template, then start new documents from it with one click on the Templates tab. Core keeps 3 saved templates; PRO is unlimited.

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📤 Uploading Your Own PDF For Signature

Send a contract you already have as a PDF. The file is stored untouched and fingerprinted, and signatures go on an Execution Certificate tied to that fingerprint.

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🧩 Merge Fields: The Blanks You Fill In

Merge fields are the details you fill in once before sending: names, amounts, dates and jurisdiction. Sending waits until none is left empty.

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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. Insert them from the toolbar.

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👥 Signers, Signing Order And Access Codes

Add as many signers as the deal needs, choose In order or All at once, protect a signer's copy with an access code, and CC anyone on completion.

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📨 Sending A Document And The Checks Before It Goes

What happens when you click Send for Signature: the checks the plugin runs, who gets emailed first, and how to share a signing link yourself.

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📧 The Emails Your Signers And You Receive

The five emails ResultsAiX Sign sends: the invitation, the access code version, the PRO reminder, the completion email with the sealed PDF, and the decline notice to you.

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📊 Tracking Status And Managing Sent Documents

The Documents list, the six document statuses, each signer's progress, the audit trail, and the actions 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 signing page step by step: the message, the consent box, their own fields, the three ways to sign, and how declining works.

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🔒 Completion, The Final PDF And The Certificate

What happens the moment the last signature lands: the PDF is built, the Certificate of Completion is added, 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 what to do if someone produces a different copy of a signed document.

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🗄️ Where Documents Are Stored, And Privacy

Documents, signers and the audit trail live in four tables in your WordPress database. Signature images and PDFs live in a protected folder in your uploads directory and are serve…

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⏰ Deadlines, Expiry And Chasing Signatures

Every document has a deadline, a daily job marks overdue documents Expired, and PRO sends automatic reminders on the schedule you choose. Resend, share a link or void at any time.

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🔁 Connecting WP Sync And Your Autoresponder

When a document completes, ResultsAiX Sign can add every signer to a ResultsAiX Mailer list with a tag, or send them through WP Sync to your autoresponder. No exports needed.

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⚙️ The Settings Tab Explained

Sender name and email, default expiry, date format, admin colours, the PRO branding, reminder and AI panels, the Mailer and WP Sync hand-offs, your licence and the Danger Zone.

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🩺 The Diagnostics And Resources Tabs

Diagnostics is a one-glance health report you can copy into a support ticket. Resources shows the other ResultsAiX tools that work with Sign.

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🤖 What ResultsAiX Sign PRO Adds

PRO is a separate plugin with its own key: AI drafting and localization, automatic reminders, bulk send, your branding on signing pages, a completion webhook, in-person and embedd…

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🧠 AI Draft And AI Localize With Your Own Key (PRO)

Connect your own Gemini, Claude or OpenAI key, then let AI write a first draft from a plain English brief or adapt any template for another country and language.

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📦 Bulk Send, In-Person And Embedded Signing (PRO)

Send one agreement to a whole list with Bulk send, collect a signature face to face on your own device, or put a signing page inside any page of your site with a shortcode.

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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

Calm, step by step fixes for emails that do not arrive, sends that wait for a missing field, signature pads, PDFs, integrity checks and PRO or AI setup.

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❓ Frequently Asked Questions

Quick answers about accounts, limits, storage, page builders, signing order, deleting and changing documents, uninstalling, and when PRO helps.

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Ready to stop reading and start using?

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