FYI can be integrated with digital signature providers Adobe Sign - Enterprise, for digital signing.
The following describes how to set up and use FYI so that documents can be sent directly to Adobe Sign- Enterprise.
To use this function:
- You need to be a registered and subscribed user of Adobe Sign. Refer also to the FAQ Which Plan is Required for Adobe Sign and DocuSign to work with FYI?
You can only connect Adobe E-Sign to FYI Docs if you own the Adobe E-Sign account.
This excludes the Adobe E-Sign functionality offered by Xero in relation to Xero Tax.
- An FYI Administrator will first need to connect your Adobe Sign account to FYI.
- Users can then send selected PDF documents for signing from FYI using the Signature button.
Connect your Digital Signature Account to FYI
Your Adobe Sign account needs to be connected to FYI.
Note: This is a one-off step and can only be done by an FYI administrator.
- From FYI, click the Automation menu option.
- Go to the Apps tab.
- In the Adobe Sign app, click the cog icon to edit it.
- In the Adobe Sign Settings panel, click Connect, sign in and follow the prompts.
If Adobe does not respond correctly, you will need to use a private tab in your browser (incognito) to get Adobe to respond correctly. For example, to launch InPrivate Browsing in Internet Explorer, click on Settings > Safety > InPrivate Browsing, or use the keyboard shortcut Ctrl+Shift+P.
When set up, the Adobe Sign Settings shows the Connected date and time.
For Adobe Sign, you can set the Assign documents to individual users switch to allow for multi-users of Adobe Sign.
- Set Assign documents to individual users switch to "On" when you have multiple accounts in Adobe Sign. When sending a document it will show under the user's Adobe Sign account, so when a user sends a PDF for signing it will show under the documents that user sent.
- When Assign documents to individual users is set to "Off" there is only one shared account for everyone to use.
Sending a Document for Signature
All documents sent for signing must be a PDF.
Where multiple documents are being sent, they must be for the same client.
- In FYI, on a list, select one or more PDF documents for a specific client.
- Click the Signature button in the tool bar.
- The Send for Signature drawer displays and includes the names of the document(s) that are being sent. This shows the filing details of the FYI Weblink document that will be created as a record of the document(s) that have been sent for signature.
The Client name is automatically selected.
Service (mode) determines the service you are using to sign the document (DocuSign or Adobe).
In the Workflow, the Status is automatically set as "Pending Client Signature".
Include Reference must be set to "On". Every document in FYI has a unique reference number and this is automatically included in the file name of the document that is uploaded. FYI will use this reference number in the filename when bringing the signed document back into FYI (see below).
- Select the Service Status as "Draft" or "Send".
Send allows you to completely automate the signature request and it is sent to the chosen service immediately.
Draft allows you to create a draft request within the chosen service. You will then need to go into the service to complete the request and send it. This may be useful if you want to change the email sent or send the request to more than one person to sign.
Send for Signature with Adobe Sign
When using Adobe Sign, you can also enter a Message that will be included when the client receives the request for signature.
Email You can also enter one or more additional email addresses to send the request for signature to. In the Email field, type the address and click the Add link.
- Click Create.
A Weblink document is created as a record of the document(s) that have been sent for signature. The original document(s) will show as a thread under the Weblink document. You can display the Drawer for the Weblink and see the relevant documents in the Threads section of the Drawer.
Threads for documents display in the same way as email threads. Refer to Managing Email Threads.
When sent to Adobe Sign, the Weblink document displays as follows.
Opening the Weblink document
When you open the Weblink, you are prompted to login in to the digital signature provider. The Manage screen displays from where you can see the document(s) that were sent for signing either in the Draft or Sent screen according to whether you selected "Draft" or "Send" as the Service Status.
When the Document is Signed in Adobe
When the client receives the document to be signed, they will see the name of the FYI user who sent the document. When using Adobe Sign to get your client to sign documents, Adobe notifies FYI when a document is signed. The signed PDF is pulled into FYI and it shows as a document thread. This has the signed document at the top of the thread, then the Weblink document below this in the thread (as a record of the send), and then the original document. Threads for documents display in the same way as email threads. Refer to Managing Email Threads.