You can integrate FYI with FuseDocs to automate the collation of annual and recurring client documents.
This article contains the following sections:
Connect FuseDocs to FYI
During your FuseDocs Implementation process, your FuseDocs consultant will ask you for credentials to connect FYI to FuseDocs. These are the FYI Access Keys.
Once connected, FuseDocs will retrieve documents from FYI to complete client document collations.
Note: This is a one-off step and can only be done by an FYI Admin, or a user in a User Group that has Permissions enabled for Automations.
- From FYI, click the Automation menu option.
- Go to the Apps tab.
- In the FuseDocs app, click the cog icon to edit it.
- In the FuseDocs Integration panel, click Request.
- This displays FuseDocs’ Integration keys for FYI; the Access Key ID and the Access Key Secret.
These keys will be used by FuseDocs to connect to FYI. You can click the clipboard icon to copy each of these in turn.
Optionally, you can select the Cabinet and Categories that will be used as the AutoFile Defaults if these have not been set up for the client.
Provide your Access credentials to FuseDocs
You can then provide your Access Key Id and Access Key Secret to your FuseDocs implementation consultant to complete the integration. For any FuseDocs questions, please contact email@example.com.