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PDF Sign Plugin

A WordPress plugin for client management, document creation, and digital signature collection with PDF generation.

by Difusal · github.com/idifusal/plugin-pdf-sign

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Install

No release zip yet. The repository archive installs, but the folder name will carry the branch suffix and updates will not flow:

wp plugin install https://github.com/idifusal/plugin-pdf-sign/archive/refs/heads/main.zip
Readme github.com/idifusal/plugin-pdf-sign ↗

A WordPress plugin for client management, document creation, and digital signature collection with PDF generation.

Features

  • Client Management: Add, view, and manage clients with basic information (name, company, address)
  • Document Editor: Create documents using the WordPress editor with full formatting capabilities
  • Digital Signatures: Clients can digitally sign documents using a canvas-based signature pad
  • PDF Generation: Documents are displayed as PDFs to prevent client editing
  • Signature Storage: Digital signatures are stored in the WordPress media library
  • Unique Client URLs: Each client gets a unique slug/URL to access their document
  • Admin Dashboard: Simple dashboard to track signed/unsigned documents

Installation

  1. Upload the plugin files to /wp-content/plugins/pdf-sign-plugin/
  2. Activate the plugin through the 'Plugins' menu in WordPress
  3. Go to 'PDF Sign' in the admin menu to start using the plugin

Usage

Admin Dashboard

  1. Add Clients: Navigate to PDF Sign → Clients to add new clients
  2. Create Document: Go to PDF Sign → Document Editor to create your document template
  3. Monitor Signatures: View which clients have signed in the client list

Client Process

  1. Clients access their unique URL: yoursite.com/pdf-sign/client-slug
  2. They view the document rendered as a PDF
  3. They sign using the digital signature pad
  4. Signatures are automatically saved and stored

URL Structure

Client documents are accessible at: yoursite.com/pdf-sign/[client-slug]

Technical Details

Database Tables

  • wp_pdf_sign_clients: Stores client information and signing status
  • wp_pdf_sign_signatures: Stores signature data and links to media files
  • wp_pdf_sign_document: Stores the document template

File Structure

pdf-sign-plugin/
├── pdf-sign-plugin.php (Main plugin file)
├── templates/
│   ├── admin-page.php (Admin dashboard)
│   ├── document-editor.php (Document editor)
│   └── client-page.php (Client signing page)
├── assets/
│   ├── admin.css
│   ├── admin.js
│   ├── frontend.css
│   └── frontend.js
└── README.md

Dependencies

  • WordPress 5.0+
  • PHP 7.4+
  • Modern browser with HTML5 Canvas support for signatures
  • CDN libraries: Signature Pad, html2pdf.js

Security Features

  • WordPress nonce verification for all forms
  • Sanitized input/output
  • Proper WordPress coding standards
  • No direct file access protection

Customization

The plugin is designed to be simple and maintainable. Key customization points:

  • Edit templates/client-page.php for frontend styling
  • Modify templates/admin-page.php for admin interface changes
  • Update CSS files in assets/ for visual customization

Support

For issues and feature requests, please refer to the plugin documentation or contact the developer.

Changelog

Version 1.0.0

  • Initial release
  • Client management system
  • Document editor with WordPress editor
  • Digital signature functionality
  • PDF generation and download
  • Signature storage in media library