How to Automate E-Signature Workflows with Foxit eSign
This video tutorial shows you how to automate a reusable, trackable e-signature workflow using Foxit eSign. You'll see how to start from a saved template, add signers and set a signing order, enable automatic reminders, and retrieve a completed packet with its tamper-evident audit trail and Certificate of Completion.
Printing, scanning, and chasing signatures slows down everyday business processes. Foxit eSign removes that friction with reusable templates, flexible send options — email, shareable links, or connectors like Microsoft 365, Google Drive, and Zapier — and real-time tracking, so HR, sales, and procurement teams can move onboarding packets, contracts, and approvals forward without manual follow-up.
Stop Printing, Scanning, and Chasing Signatures
This video is ideal for:
- HR and onboarding teams collecting signatures from new hires and managers
- Sales teams sending contracts that need a reliable, trackable process
- Procurement and vendor management teams routing approvals
- Operations teams standardizing recurring signing workflows
- Any business that wants to stop printing, scanning, and chasing signatures
Video Timestamps
0:00 — Introduction: See how reusable, trackable signing workflows work in Foxit eSign.
0:18 — Opening a Saved Template from the Dashboard: Start from a template with signature fields already placed.
0:34 — Adding Signers, Signing Order & Send Options: Assign signers, set their signing order, and choose how to send the packet.
0:57 — Enabling Automatic Reminders: Turn on automatic follow-ups so a packet never stalls with a recipient.
1:09 — Tracking Signing Progress in Real Time: Watch Document Status update as each signer completes their step.
1:25 — Completed Packet: Audit Trail & Certificate of Completion: Retrieve the finished, tamper-evident packet.
1:37 — Saving the Packet & Where This Workflow Fits: See how the same process applies to onboarding, contracts, and vendor approvals.
Key Takeaways
- Reuse saved templates so signature fields don't need to be placed manually each time
- Add signers and set a specific signing order to control the process
- Send documents by email, shareable link, or through connectors like Microsoft 365, Google Drive, and Zapier
- Enable Automatic Reminders so recipients don't stall the workflow
- Track real-time Document Status as each signer completes their step
- Retrieve a completed packet with a tamper-evident audit trail and Certificate of Completion
- Apply the same trackable workflow to onboarding, sales contracts, and vendor approvals
Learn more about Foxit eSign and explore plans and pricing.