Foxit eSign FAQs

How to upload the pdf document?

After logging into the Foxit eSign electronic signature software, upload a file from your computer when you click on ‘upload a file’ under the ‘create new section’ and select the pdf file. Once the pdf uploads, select the tags from your left side toolbar and drag and drop the places where you want the sender or the recipient to fill out the information. Please note that you can add more pdf documents to this folder using the ‘add tab’. Click on the field to select and enter its properties.

How to assign fields to the recipients?

Drag and drop the fields to start the esignature process. You can adjust the height and width by dragging the tip at the bottom right corner of the field tag. You can select multiple fields holding down the control key. Multiple selected fields can be assigned to one party. Similarly add additional fields and assign the party responsible for filling out those fields. Then you can send the document for esignatures.

How to create an Foxit eSign reusable template?

Log into the application and click on template under the ‘create new’ box of the template. You can now choose the required pdf file from your computer to create a template. Click on the ‘add party’ icon to add the total number of parties or recipients that will be involved in filling out the field values during the esignature process. You will assign the name to each party later when sending the document for esignatures. Drag and drop the fields to be filled out by the parties. Indicate whether the ‘name format’ is mandatory or not as well as the responsible party based on the sequence of the document for esignatures. Similarly drag and drop the signature and other fields to be filled out in the sign properties. You can adjust the width and height of the field by dragging the tip of the bottom right corner of the field tag. Complete the exercise of dragging and dropping the field tag on your template. You can select multiple fields. Multiple selected fields can be assigned to one party. You can edit the template name by clicking on the ‘template’ on the top left corner. Save your template by clicking on ‘save’ or ‘save and close’. The saved template can be sent for esignatures by simply selecting it and clicking on the ‘send’ button from the template or the home tab.