WordPress Integration

Foxit eSign Integration for WordPress Features:

Foxit eSign for WordPress connects your WordPress form to the Foxit eSign application, allowing you to sign and submit documents instantly.

• Fully compatible with WordPress
• Easy and fast way to connect your WPForm for eSignature
• Add and map custom fields from your WPForm to Foxit eSign Form
• Sign documents online or insert e-signature fields into your forms.
• Secured and authorized access use for signing.

1. How to Install Foxit eSign WordPress Plugin

If you already have a WordPress website, please go to step 3 directly.

1. From your WP environment, open the following URL in a browser:
   https://wordpress.org/download/
2. Download WordPress and signup.
3. After login, please click on plugins from the right-side menu and search Foxit eSign plugin.
4. Once the Plugin is installed, it will appear in the left menu and plugin list.
5. Connect the WordPress plugin with the Foxit eSign

   a) To establish the connection with Foxit eSign, click on connect button; the connect button will redirect you to the Foxit eSign login page. Please log in and authenticate the user account.

   

   6. Allow permission for WordPress to access your Foxit eSign account templates.

   7. Plugin was installed and connected successfully. It will be showing the disconnect option after that.

   

2. Add WP Form- Drag and drop form builder

1. From the left menu, under settings, click on WPForms. Then click on the below shown ‘Activate’ button.

2. After activation, the below screen will appear from where the user can create a new form and use the existing one.

3. To create a new form, provide the name in the screen below.

4. Drag and drop your required fields from the ‘Add Fields’ tab.

5. Once the form is created, it will display like shown on the screen below.

3. Create a Reusable Document Template

1. Log in to the application and click on `Template` under the ‘Create a New’ box on the homepage. 
2. Log in to the application and click on `Template` under the ‘Create a New’ box on the homepage.

    

3. You can now choose the required PDF file from your computer to create a template.

    

4. Click on the `Add party` icon to add the total number of parties or recipients that will be involved in reviewing, filling out field values, and esigning. You will assign the name to each Party later when sending the document for eSignature.

   

5. It is important to note that when you drag and drop, the fields will be automatically assigned to the Party Highlighted in Gray on the right in the Recipient Parties section. 

   

    

6.  Click on the field to assign properties. 

   

    

7.  Save your template by clicking on ‘Save’ or ‘Save and Close.

   

   4. Map WP Forms and Foxit eSign template fields

   1. Click on ‘Add new mapping’ under the Foxit eSign plugin.2. Map Signer party fields, The party is the signer or recipient of the document. Please ensure that mapped field types should be consistent e.g., you can only map the Input Mapping fields

   • Enter Mapping name
   • Select the WPForm from the list.
   • Select the Foxit eSign template from the list. (Make sure the WP form and Foxit eSign template should be selected correctly)
   • Map the WPForm field to Foxit eSign Fields.
   3. Set Submit actions for the Submit button on the WPform, which we have created

   5. Fill out the WP form and Submit it to Foxit eSign for a Signature

   1. Go to the form and fill out the required fields to send the template by clicking submit.

   

    2. After submission user will redirect to the Foxit eSign signature interface.

   

   3. Click on the ‘Finish’ button and Confirm the conditions pop up.

   

   Upon signing completion, an email will be sent to all concerned parties (account holder and your customer) along with the signed PDF.