eSigning a PDF Document Overview
Digital signatures are becoming an industry standard across the globe. Foxit eSign offers a signature solution that can provide the following for any organization that requires secure & legally binding signatures:
- Reduced cost of operations
- Significantly increases the speed of agreement execution
- Recipients can sign anywhere, at any time, on any device
- Administrative control over documents from draft to execution
Jump to an eSign Topic
• Starting the Signing Process
• Required Fields
• Adding Comments
• Signing Documents
• Confirming Signature
• Checking Envelope Status
• View Envelope Timeline
• View Signature Certificate
• Download Document PDF
• Print PDF
• Save Progress While Signing
• Delegate Signer
Starting the Signing Process
- Each recipient receives the Email Invitation. A link to the document below will take them to the signing process.
- A consent screen with instructions appears to the new signer, and the user can continue to sign after accepting and closing the screen.
- In the signature process, each recipient will fill out the highlighted fields in the document (unless CC/View only permission is assigned).
Recipients can navigate the document by clicking on the orange ribbon or the Next Required Field button.
Required Fields
Mandatory fields are highlighted in red. Once all Mandatory Fields contain a value, the recipient can complete the Signature Process by clicking the Finish button.
Add Comments
In the comments section, signers or senders can post their comments for the other recipients or the Sender if the signer has any questions/concerns/clarification. Comments are delivered via email and remain on the document for recipients to view. Comments can only be added until the Envelope is ‘Executed’.
Signing
The recipient can sign by clicking the signature field and select the method of signing: Type, Draw, Image.
The user can choose one of the signature options to eSign and can select the eSignature font style and color.
If the recipient wants to change their signature, they can click on the Change Sign option as shown below.
Click on Change Sign to update your signature. The First or Last Name can be changed here if the Sender has enabled it from their Settings.
Confirm Signature
Once the ‘Finish’-button is clicked, and before the signing process is completed, recipients must confirm their signature and ensure that they understand that the eSigned documents are legally binding.
After confirming the electronic signature, the signing process is complete.
All parties receive a copy of signed documents via email or a link to download the documents at the end of the process.
Envelope Statuses
Shared: Sent to recipients
Partially signed: Waiting for other recipients to complete
Executed: Completed by all parties
Expired: The Envelope has expired
Canceled: Voided by the Sender or recipients declined to sign
Envelope Timeline
The Envelope Timeline displays the activity for the Envelope. For more details, click the More Actions button and View Activity History.
Signature Certificate
All parties can download the signature certificate or email a PDF copy of the signed document by selecting the download option under the More Actions drop-down menu. Once you click on Download PDF, the certificate can be saved on your device and will look as shown below.
Example of Signature Certificate.
Download the Envelope
To download the envelope, click the More Actions button in the top right corner and click Download PDF.
Print PDF
Click the Print PDF option to print the PDF with the field values that have been filled out so far.
Save For Later
Save your progress for later by clicking More Actions then Save For Later. Any field values will be saved on the document. A link to the document will be automatically sent to your email. Access the document again by clicking on the link.
Delegate Signer
The Delegate Signer option allows a recipient to forward a document to a new recipient’s email so that they may fill in the remaining fields of a document. This option will appear in the More Actions drop-down, depending on whether or not the sender has enabled it.
