The following is a summary of what happens when document(s) are sent for signing for each of the signing services that can be integrated in FYI.
This article contains the following sections:
Refer also to Summary of what happens when Signed document(s) come back to FYI.
Document(s) are sent for Signature
Feature |
DocuSign |
Adobe Sign |
Annature |
FuseSign |
myprosperity |
When adding the message, can use a Template with Merge Fields |
No |
Yes |
Yes |
Yes |
No |
Reference number is optional, but must be set as "On" when sending document for signature. |
Yes |
Yes |
Yes |
Yes |
Yes |
Mobile number validation, if not available, Phone number is used |
n/a |
n/a |
Yes |
No |
n/a |
Name of the Contact is picked up when this is the same as the client email |
Yes |
n/a |
n/a |
Yes |
n/a |
Notifications can be added with Comments |
n/a |
Yes |
n/a |
n/a |
n/a |
Source column in document lists includes the service name |
Yes |
Yes |
Yes |
Yes |
Yes |
Multiple documents can be sent |
Yes |
Yes |
Yes |
Yes |
No |
Single document Workflow Status of the Original PDF document that has been sent for Signature |
Pending |
Pending |
Pending |
Pending Client Signature |
Pending |
Multiple documents |
Pending |
Pending |
Pending |
Pending |
n/a |
Workflow Status of the Web Link |
Pending |
Pending |
Pending |
Pending |
Pending |
Selecting Multiple Recipients
Feature |
DocuSign |
Adobe Sign |
Annature |
FuseSign |
myprosperity |
Can add Multiple Recipients and the first is the Signer |
No |
Yes |
Yes |
Yes |
No |
When Multiple Recipients are added, individual recipients can be assigned as Signer/Approver/Viewer/CC |
n/a |
Yes |
Yes |
Yes |
n/a |
Multiple Recipients with the first selected as "Signer" and additional Recipients selected as "Approver" or "Viewer", document is imported only when signed and approved/viewed |
n/a |
Yes |
Yes |
Yes |
n/a |
Multiple Recipients with the first selected as "Signer" and additional user in CC, document is sent to client in CC |
n/a |
Yes |
Yes |
Yes |
n/a |