eSign & Document Generation: User Guide

Welcome to the Getting Started Guide for Foxit for Salesforce. This guide is designed to help you use Foxit's powerful Document Generation and eSignature capabilities in your Salesforce accounts, enabling you to enhance your document workflows, increase productivity, and streamline your business processes. Whether you're looking to generate, send, sign, or track documents directly within Salesforce, Foxit for Salesforce provides a secure and efficient solution to meet your needs.

If you are a Salesforce Administrator or managing your organization's Salesforce instance, we recommend going through the Administrator Guide before going to the user session. In the next section, we'll look through Generating Documents and Sending Documents for Signatures from Opportunities

Quick Links

Sending Documents for Signature

Generate documents

Generate & Send: Send Salesforce Attachments for Signature

Sending Documents for Signature:

If you already work with Foxit for Salesforce, you will have a series of templates your administrator has made available for you to send for signature and enable the option to Send via Foxit in your opportunity.

1. Let's look at the Opportunity below:
   
   
   
   When starting documents sending via Foxit within an Opportunity or custom button, you will see a streamlined interface for selecting and sending documents. This interface includes tabs for accessing preconfigured templates, uploading new files, and accessing Salesforce attachments. If you don't see the buttons or components above, talk to your administrator or look at our administrator guide to 'Create Custom Buttons' and 'Create Foxit Lightning Components' for more info.
   
   Now, click on Send Via Foxit.
   
   
2. There are three options to choose from when for sending documents for signature. See the table below to understand each option:

The workflow is the same once you have chosen the option, the only difference is where the template is stored before being created. In this article, we will use the Template option.

1. Select one of the templates available from the dropdown. You will notice your selected/uploaded documents will appear as such.
   
   
2. Once selected, click on ‘Send Templates(s) for eSignature’.
   
   
   
   
   
3. You will be directed to our document sending flow. On the left side the first tab you, will notice the ‘Add Documents’ tab. In this section, you can add any external documents right from your computer. If you do not wish to add any documents, simply click on ‘Next’.
   
   

1. Next, is the ‘Add Signers’ tab. Here you can add the recipients to which you will be sending the document for signature. You can easily search for any contact that is associated with the opportunity. You can add yourself, you can add a new contact, a group or even add a placeholder if needed. You can even add authentication levels for each signer. Once you’ve added the required signers, click on ‘Save and Next’.
   
   
   
   
2. Next, you will add your signature fields. Users can add a series of fields to the document as required by their workflows (See the red box highlighted). In this case, you will add a signature field.
   
   
   
   
   
   

1. Additionally, make sure to specify recipients during the document sending process. (See the red box highlighted). Be sure to check your recipients. Default recipients are automatically populated based on Salesforce data, but users have the flexibility to add more recipients as needed.
   
   
   
   
2. Once you have added your signature fields and recipients, click ‘Save’ and ‘Send.’
   
   
   
   
3. Here you will be prompted to your email template. The email template functionality allows users to send documents with predefined email templates associated with their Foxit account. You can customize and modify this specific email on the spot here. Make any relevant changes to the template and click 'Send'.
   
   
   
   If you use Foxit eSign, check out our article on customizing email templates. This will allow creating settings for your email templates.
   
   
   
4. And that's done! Your document was sent for signature to all recipients. Both you and all recipients will receive an email notification of the file for signature. You will now be able to track the envelope you sent in your related list widget (at the bottom of the page) or on the navigation tab called ‘Foxit Envelopes.’
   
   

Generate documents:

If you already work with Foxit for Salesforce, you will have a series of templates your administrator has made available for you to generate documents. He will also have enabled the custom button or component 'Generate via Foxit' in your opportunities.

1. Let's look at the Opportunity below:
   
   
   
   When generating documents via Foxit within an Opportunity or custom button, you will see a streamlined interface for generating documents. If you don't see the button or components above, talk to your administrator or look at our administrator guide to 'Create Custom Buttons' and 'Create Foxit Lightning Components' for more info.
   
   Now, click on 'Generate Via Foxit.'
   
   
2. Next, you will be prompted to select a document template you want to use to generate your document. These templates were created by your Salesforce administrator.
   
   
   
   
   
   
   
3. Once you’ve selected the document, click on ‘Generate Document’. You will receive a success message as shown below.
   
   
   
   
4. And done! Your document will be automatically included in your Files related list back on the opportunity page.
   
   

Generate & Send: Send Salesforce Attachments for Signature:

Foxit for Salesforce’s Generate & Send feature transforms how documents are handled within Salesforce. Users can now effortlessly create, dispatch, sign, and monitor documents like contracts and agreements without leaving the Salesforce environment.

1. Now that you’ve generated a document, you are ready to send it all within the opportunity. Using our new custom component as seen below, you can select the generated document you want to send, using the 'Salesforce Attachment' option. After selecting the document, click on ‘Send attachment(s) for eSignature’.
   
   
   
   
2. If recipients are pre-added to the template, you'll be directed to the Prepare Document screen else you will be directed to our document sending flow as given below. The first tab you, will notice is the ‘Add Documents’ tab. In this section, you can add any external documents right from your computer. If you do not wish to add any documents, simply click on ‘Next’.
   
   
   
   
3. Next, is the ‘Add Signers’ tab. Here you can add the recipients to which you will be sending the document for signature. You can easily search for any contact that is associated with the opportunity. You can add yourself, you can add a new contact, a group or even add a placeholder if needed. You can even add authentication levels for each signer. Once you’ve added the required signers, click on ‘Save and Next’.
   
   
   
   
   

1. Next you will add text fields. On the left side of this screen, you have different fields that you can add to your document. You can assign a signer to required fields. Simply drag the desired field on to the document. You can add it wherever you’d like.
   
   
   
   
2. Once you’ve added all the fields you’d like, click on ‘Save' to make sure the fields are saved, then click 'Send'.
   
   

1. The last tab you’ll encounter is the ‘Review/Send’ tab. In this tab, you can review your signers, and insert your custom email template. If everything looks good, simply click on ‘Send’.
   
   
   
   If you use Foxit eSign, check out our article on customizing email templates. This will allow creating settings for your email templates.
   
   
   
2. And that's it! You will be redirected to back to your opportunity page. You have successfully sent a document straight from your Salesforce attachments. You will now be able to track your sent envelope in your related list widget (on the bottom of the page) or on the navigation tab called ‘Foxit Envelopes.’ This process makes it easier to use Document Generation and eSignatures in a quick workflow.