FYI can be integrated with digital signature providers FuseSign for digital signing.
The following describes how to set up and use FYI so that documents can be sent directly to FuseSign. For information on how to send a document for signature using FuseSign, refer to Integration with FuseSign.
This article contains the following sections:
- Sending a Document as Draft or Final
- Adding the Signature Merge Field to the Word document or Excel spreadsheet
- Sending a Document for Signature
- Opening the Web Link document
- Making Changes to the Draft PDF Document in FYI
- When the Document is Signed in FuseSign
Sending a Document as Draft or Final
You can send the document to FuseSign as Draft or Final. This is set when using the Signature button by selecting the Service Status as "Draft" or "Send".
- "Draft" (with Service Status set as "Draft") places the document into FuseSign as draft, so that you can adjust the message, signing fields and date fields before sending to the client.
- "Final" (with Service Status set as "Send") means the document will flow directly from FYI, through FuseSign and to the client, without any input required inside of FuseSign.
Adding the Signature Merge Field to the Word document or Excel spreadsheet
When sending documents for signature via FuseSign, you need to ensure the document you send has the Signature Merge Field included in the document.
Note: The Signature Merge Field is automatically detected as a placeholder where the recipient has to sign. This does not show the sender's signature. If you want to add your pre-set signature to the document when sending it, you need to add it to the document. Refer to Inserting your Signature into a Document.
Adding the Signature Merge Field
Add the Signature Merge Field to the Word document or Excel spreadsheet and then convert this to PDF so it can be sent for signature. The Merge Field will work in PDF format as long as the PDF is saved as readable as text and not as an image. This can be added to a template if required.
For a Word document. Refer to Including Merge Fields in Word Templates and Stationery.
For an Excel spreadsheet - the Merge Field for the Excel Signature does not have spaces after or before the brackets. Refer to Including Merge Fields in Excel Templates.
Sending a Document for Signature
All documents sent for signing must be 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. Or for a single PDF document, right-click and select Signature from the tool bar pop-up menu (refer to Using the Document Action 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 Web Link document that will be created as a record of the document(s) that have been sent for signature.
- Service used is automatically determined by the service you are using to sign the document (for example, DocuSign, Adobe Sign, Annature or FuseSign). If you happen to have more than one service connected, you will see a selection for Service in the "Send for Signature" field so you can select which to use.
The following example shows the Send for Signature for FuseSign with the Recipients displayed.
- The Client name is automatically selected as the client of the selected PDF.
- Recipients - Clicking the Recipients link displays the email address of the selected client. This shows as the "Signer".
Where the client has more than one contact email, you can select one of these to additionally send the request for signature to. Select the email from the drop-down list. You can also create one or more additional email addresses by typing the address in the Recipients field and clicking the Create Set any additional Recipients as “Signer” or "Viewer”.
- Select the Service Status as "Draft" or "Send".
Send - Allows you to completely automate the signature request and it is sent to the service immediately.
Draft - This places the document into FuseSign as draft, so that you can adjust the message, signing fields and date fields before sending to the client.
- If required, select a Template. This needs to be an Email Template and this will populate the Message when the document is sent for signature. The Template can include Merge Fields (for example, the Client's Name) that are used to populate the contents of the Message.
- Subject - When sending a single document, the Subject is set as the name of the document.
When sending multiple documents, the Subject is set as the name of the document of the first document selected. You can change the Subject.
Note: Changing the Subject will also change the name of the Web Link and the Signed document(s) when received back from the signing service.
To keep the original document name, do not alter the Subject in FYI but update the Subject directly in FuseSign. This will import the document(s) as the original name.
- Message - If not using a template message, you can enter a custom Message that will be included when the client receives the request for signature.
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).
- Click Create.
A Web Link document is created as a record of the document(s) that have been sent for signature.
When sending a single document with the Service Status as "Send", the original document shows as a thread under the Web Link document. You can display the Drawer for the Web Link 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.
For multiple documents, the original documents show as stapled together and are also stapled to the Web Link. You can display the Drawer of any of the document, or for the Web Link, and see the relevant documents in the Stapled section of the Drawer. Refer to Stapled Documents.
Note: If the Client/Contact does not have a mobile number, the phone number will be used.
Note: For New Zealand mobile numbers, FuseSign expects the mobile number held for the client to be in E.164 format (https://en.wikipedia.org/wiki/E.164). The phone number must start with the country code, for example, +61411888999. A message is displayed when sending a document if the client's mobile number is in the incorrect format.
Opening the Web Link document
When you open the Web Link, you are prompted to login in to the digital signature provider. From there 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.
Making Changes to the Draft PDF Document in FYI
Once a document is set as Draft for a signature, it automatically creates a Web Link and does not show as a PDF in FYI. If you need to make any changes to the PDF:
- Delete the Web Link document.
- In the PDF, using the Workflow section of the drawer, change the workflow Status to "Not Started".
- Edit and save the PDF document.
- Resend the PDF for signing.
When the Document is Signed in FuseSign
When the client receives the document to be signed, they will see the name of the practice who sent the documents. Once signed, FuseSign notifies FYI and the signed PDF is pulled into FYI. The signed PDF is pulled into FYI and the workflow status will be automatically updated to 'Client Signed'.
For a single document, the signed PDF is allocated a separate FYI Reference number and it is automatically added to the top of the thread, then the Web Link 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.
For Multiple Documents
When multiple documents are sent to the client as a combined pack, and the signed documents are returned from the service:
The individual signed documents are threaded with the Web Link.
Note: To easily identify that it is a combined pack of documents, when sending multiple documents it is recommended to change the Subject to indicate that a pack is being sent, instead of using the name of one of the documents in the pack.