Sending a Document for Digital Signing
FYI can be integrated with digital signing providers to allow you to send documents to your clients for digital signing.
Watch this tutorial to learn how to:
- Convert a document to PDF
- Use the Signature icon in the Document Toolbar
- Send your document to your client using a digital signing app
- Review and sign the document from the client's perspective
- Review the thread of documents created in the documents list.
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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/hc/en-us/categories/360000958432
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, primary client, in tray