Announcing our new integration with DocuSign
We’re thrilled to announce that FYI now integrates with the market-leading app DocuSign, making all your client approvals seamless.
- Send selected documents for signing from FYI using the Signature
- Documents signed by clients are automatically imported into FYI
- Updates the original with the signed copy and updates the workflow status
- Further integration with DocuSign and Adobe Sign on the way
Who is this available for?
The DocuSign integration is available to all users on the Intermediate or Pro plan.
You need to be a registered and subscribed user of DocuSign (Advanced Solutions plan).
Want to get started?
An FYI Admin will first need to connect your DocuSign account to FYI.
Refer to Digital Signatures using DocuSign to find out how.
/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
