Announcing our new integration with Annature
FYI now integrates with the digital signing app Annature, making all your client approvals seamless.
What does this mean for FYI users?
- Send selected documents for signing from FYI using the Signature button
- Customise your message using a FYI template with merge fields
- Documents signed by clients are automatically imported into FYI
- Updates the original with the signed copy and updates the workflow status
Who is this available for?
The Annature integration is available to all users on the Intermediate or Pro plan.
You need to be a registered and subscribed user of Annature. To find out more, please visit Annature's website.
Want to get started?
An FYI Admin will first need to connect your Annature account to FYI.
Refer to Digital Signatures using Annature 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
