What is a document?
Documents are used to send a file, add fields to it to fill out electronically and send to a specific set of people. When using the document feature, you want to send a unique, one time use document. Foxit eSign supports multiple formats, simply select your file from your computer, or from Google Drive, Box, Dropbox and OneDrive.
Combine multiple files
If you need to add more documents for this specific recipient, click the add template button and select another document, creating an envelope.
You can search for a name or e-mail address of a recipient you have sent a document to previously and add them as a party.
You can click ‘Add Others’ to add a new recipient.
You can click ‘Add Me’ to add yourself as a recipient.
Choose different permission levels for each party.
- ‘Fill out fields and sign’
- ‘Fill out fields only’
- ‘CC/View only’
- ‘Edit and sign’ the document
‘Fill out fields and sign’ is the default for all parties.
The fields will automatically be assigned to the party that is highlighted and will have a color-coded tag next to it and the color of the field corresponds with the party who is responsible for it. You can easily reassign a field to another party by clicking on the field, go to ‘Field properties’ and reassign the party.
On the left-hand side you will see your toolbox.
- ‘Signature fields’ are pre-populated fields
- ‘Data entry fields’ require input from a signer
- ‘Advanced fields’ includes secured fields to use for sensitive data (SSN or bank account information for example). Use Attachment and Image Fields for uploading files and photos. Accept/Decline buttons can be used to approve or decline a document.
Drag the bottom corner arrow of a field to adjust the size.
Under Field Properties, there are various ways to customize a field. Fields can be made mandatory, checkboxes can be grouped together, text alignment can be changed, add conditional logic, set a format for input values, change font size and color.
Click Send to continue to the next step in the sending process.
Select Email Templates
Select our default Foxit eSign email template, customize it or create your own from the Settings tab. This will be the invitation sent to the recipients.
Prefill fields before sending out the document to the recipient in Draft Mode. Clicking Edit in the same page where you select your Email Template, will take you to draft mode.
After clicking Send, you are redirected to the Signing Process. If you are one of the recipients, you can start filling out the fields and sign.
Follow up on Documents
You can see a complete list of your documents from the Documents tab, and sort them by document statuses.
Easily follow up on your documents statuses from the dashboard under Home Tab to see documents waiting for your signature, waiting for others to sign, draft, and completed documents.
Audit Trail and Certificate
Foxit eSign provides detailed, tamper-evident audit trails. Audit Trails/Signature Certificates will automatically be generated after a document is completed by all parties and includes signer/recipient authentications. Location, IP, recipient, date, consent, security level, and name will be displayed on the Signature Certificate as well as summary of Envelope History, up to the point the document was completed. Envelope History includes authentication of the users, when and where the document was viewed, signed, cancelled, or executed, and is useful for proving non-repudiation.
Tip! 💡 Save time with reusable templates
Save time by preparing a template of a form you are using often. Templates will save the fields, their settings, and the parties. Quick way of getting esignatures!