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 Administrator will first need to connect your DocuSign account to FYI.
Refer to Digital Signatures using DocuSign to find out how.