Foxit eSign

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We’ve introduced a Foxit eSign Integration Feature, enabling administrators to require users to digitally sign official documents before accessing their accounts. This enhancement ensures compliance with GDPR and other jurisdiction-specific data protection regulations that mandate explicit digital consent:

1. Introduction to Foxit eSign Integration

  • Purpose:
    • To mandate digital signatures on official documents, such as terms and conditions, before users can log in or access the platform.
    • Ensures compliance with GDPR and other data protection laws requiring explicit user consent through digital signatures.
  • Existing Integrations:
    • Previously, the platform integrated with Adobe Sign (available on the enterprise plan) for similar functionalities.
    • Foxit eSign is now available as an alternative integration option, providing flexibility for different organizational needs.

2. Enabling the Foxit eSign Integration

  • Prerequisites:
    • Premium Plan: Ensure that your platform subscription includes access to the Foxit eSign integration.
    • Foxit eSign Account: Create and configure your Foxit eSign account, including uploading the necessary documents for signing.
  • Accessing the Integration:
    • Navigate to Features Page: Log in to your platform’s admin dashboard.
    • Search for “Foxit”: Use the search bar to locate the Foxit eSign integration feature.
  • Activation Steps:
    1. Upload Document to Foxit eSign:
      • Upload your terms and conditions or other required documents to Foxit eSign.
      • Specify the fields where users need to sign, such as name, date, and signature areas.
    2. Obtain Online Form URL:
      • After configuring the document in Foxit eSign, generate an online form URL specific to your document.
      • This URL will be used to direct users to the signing interface.
    3. Configure Integration in Platform:
      • In the platform’s Features page, locate the Foxit eSign integration.
      • Input the specific online form URL obtained from Foxit eSign into the designated field.

3. Configuring the User Experience

  • Customization Options:
    • Pop-Up Configuration:
      • Customize the title and description of the pop-up that appears when users attempt to log in.
      • Example Messages:
        • Title: “Terms and Conditions Agreement”
        • Description: “You need to sign this document before you can continue using the platform.”
    • Success Message:
      • After signing, configure a success message to confirm the action.
      • Example Messages:
        • “Thank you for signing the terms and conditions.”
        • “Your account is now active.”
  • Registration Flow:
    • First-Time Login:
      • When a bulk-uploaded user logs in for the first time, they will encounter a pop-up prompting them to sign the required document.
      • Manual Registration: Users who register manually will follow a similar flow, ensuring consistency in the signing process.

4. Operational Workflow

  1. User Attempts to Log In:
    • Upon their first login, users are presented with a pop-up requesting them to sign the designated document via the Foxit eSign interface.
  2. User Signs the Document:
    • Users are redirected to the Foxit eSign page where they can input their details and digitally sign the document.
  3. Confirmation and Access:
    • After signing, users are redirected back to the platform.
    • A confirmation message is displayed, indicating successful agreement to the terms and allowing them access to the platform.

5. Benefits of Foxit eSign Integration

  • Regulatory Compliance:
    • Ensures that user consent is obtained through legally recognized digital signatures, meeting GDPR and other regional data protection requirements.
  • Enhanced User Onboarding:
    • Streamlines the onboarding process by integrating document signing directly into the login flow.
    • Provides a clear and formal agreement process for users.
  • Flexibility and Customization:
    • Allows administrators to tailor the signing experience with customized messages and document fields.
    • Supports various use cases beyond terms and conditions, such as service agreements or privacy policies.
  • Alternative to Adobe Sign:
    • Offers an additional option for organizations that prefer Foxit eSign over Adobe Sign, catering to diverse administrative preferences.

6. Best Practices for Implementing Foxit eSign Integration

  • Clear Communication:
    • Ensure that the pop-up messages are clear and inform users about the necessity of signing the document.
    • Provide concise instructions to guide users through the signing process.
  • Document Preparation:
    • Carefully prepare and review the documents to be signed, ensuring all necessary fields are included and correctly placed.
    • Regularly update documents to reflect any changes in terms or regulations.
  • Testing:
    • Conduct thorough testing of the integration to ensure that the signing process works seamlessly.
    • Verify that signed documents are correctly logged and accessible to administrators for record-keeping.
  • User Support:
    • Provide support resources or contact information for users who encounter issues during the signing process.
    • Include FAQs or troubleshooting guides to assist users in completing their signatures.

7. Implementation Steps

  1. Set Up Foxit eSign Account:
    • Create an account with Foxit eSign and upload the necessary documents.
    • Configure the signing fields (e.g., name, date, signature).
  2. Generate Online Form URL:
    • Obtain the specific URL for the online signing form from Foxit eSign.
  3. Configure Integration in Platform:
    • In the platform’s admin dashboard, search for the Foxit eSign integration feature.
    • Enter the online form URL to link the document signing process.
  4. Customize Pop-Up Messages:
    • Edit the title and description of the pop-up to align with your organization’s tone and requirements.
    • Set up the success message to confirm completion of the signing process.
  5. Enable the Feature:
    • Activate the Foxit eSign integration to start requiring digital signatures upon user login.
  6. Monitor and Manage:
    • Track signed documents and ensure that users have successfully completed the signing process.
    • Address any issues or user feedback to optimize the experience.

8. Conclusion and Support

  • Summary: The Foxit eSign Integration Feature significantly enhances the platform’s compliance and user onboarding processes by enabling the requirement of digital signatures for official documents. This integration ensures that all users, whether registered manually or imported in bulk, provide explicit consent through legally recognized digital signatures, thereby meeting stringent data protection regulations.
  • Support: Users and administrators with questions or requiring assistance in setting up and utilizing the Foxit eSign integration are encouraged to reach out for support. The platform’s support team is available to guide you through the configuration process and address any concerns related to digital document signing.

This feature empowers organizations to maintain robust compliance standards while providing a streamlined and secure method for obtaining user consent, ultimately fostering trust and integrity within the platform.

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