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Foxit Connectors - Admin Guide #1

First part of the administrator guide for setting up and managing Foxit Connectors.

Answer

Updated: 7 March 2025

Welcome to the Foxit Connectors comprehensive Admin Guide! If you've recently purchased Connectors, or you're researching if Connectors are right for your organization, you're in the right place. In this guide you will learn how to purchase, setup and configure Foxit Connectors for your organization.

Admin Guide 1: Intro to Connectors, Purchasing and Licenses, and User Permissions

Admin Guide 2: Setting up Connectors, Syncing Data, Creating Templates

Admin Guide 3: Supported Field Mappings

Admin Guide 4: FAQs

Quick Links

What are Foxit Connectors?.................................................................................... 1

Who can use Foxit Connectors?............................................................................... 1

Access & Permissions......................................................................................... 2

How do I purchase Foxit Connectors?....................................................................... 3

How do I track and manage my Connector Credits?................................................. 3

What are Foxit Connectors?

Foxit Connectors simplify, unify, and accelerate workflows by enabling seamless integration between Foxit eSign and the external platforms your team uses daily.

Whether you're managing HR processes, closing deals, or handling vendor agreements, Foxit Connectors help streamline operations by bringing your tools together for a more efficient workflow.

With over 40+ Connectors available, you can:

  • Simplify Agreement Management – Connect to platforms like Google Drive, Sage HR, and Workday to automate workflows and reduce manual effort.
  • Streamline Document Personalization – Use data from your platforms to quickly customize templates and send agreements for eSignatures.
  • Securely Sync Signed Documents – Completed agreements are automatically saved back to your platform with legally binding signatures, audit trails, and signature certificates (ATS only).

 

Who can use Foxit Connectors?

Foxit Connectors are available as a paid Add-on for users and organizations with an active Foxit eSign subscription.

  • Only Super Admins can set up and configure Connectors.
  • Once set up, Connectors are available to all users in the organization with an active eSign account.
Access & Permissions

Breakdown of Foxit Connectors access by Permission Set

Role

Permissions

Account Owner

Same permissions as Super Admin in this context.

Super Admin

✅ Purchase Connector Credits for the organization.
✅ Establish Connector platform connections (requires access to external platforms).
✅ Disconnect Connectors.
✅ Modify all Connector settings.
✅ Create and edit templates.
✅ Perform all actions of a Regular User.

Admin

Same permissions as Regular User.

Regular User

✅ Access the Connectors tab and browse available Connectors.
✅ Use templates that include Connector functionality (after setup by a Super Admin).
✅ Save signed files to an external storage platform.

Trial User

❌ Cannot access the Connectors tab.
❌ Cannot use templates with Connector functionality.

 

How do I purchase Foxit Connectors?

Foxit Connectors require Connector Credits, which can be purchased within in the Foxit eSign application, through the Foxit online store, or by talking to Sales.

Connector Credits represent the number of platforms your organization can actively connect with at the same time.

  • 1 Credit = 1 Active Connection. Each active connection consumes one Connector Credit.
  • Credits Are Reusable. Disconnecting a platform frees up the associated credit, which can then be used to connect another integration.
  • Quantity Discounts Available. Quantity discounts are applied when purchasing four or more Connectors in the same transaction.
  • Annual Subscription. Connector Credits are tied to your Foxit eSign subscription and are co-termed with your renewal date.
  • Super Admin Controlled. Only Super Admin users (or greater) can purchase and manage Connector Credits within the account.
How do I track and manage my Connector Credits?

Track Connector Credits

To check how many Connector Credits your organization has used and how many remain:

  1. Navigate to the ‘Connectors’ tab in the Foxit eSign app.
  1. View your Connector Credit balance on any Connector's detail page.

If you have access to Admin Console, your balance is also shown on the product dashboard, which includes:

  • Total purchased credits
  • Credits currently in use
  • Available credits for new connections

Getting More Connector Credits

If you need additional Connector Credits, you have two options:

Free Up Existing Credits:

  1. Go to the ‘Connectors’ tab in Foxit eSign.
  1. Identify an active Connector you no longer need.
  1. Click Disconnect to remove it and free up a Connector Credit.

Purchase More Credits:

Credits can be purchased directly within the eSign application, through the Foxit online store, or by contacting Foxit Sales.

New credits are immediately available upon purchase.

Handling Expired Connector Credits

If your renewal lapses and no new Connector licenses are provisioned:

  • All active connections will be automatically disconnected for all users.
  • Connector settings are retained for 90 days.
  • If you renew within 90 days, you can restore connections without additional reconfiguration.