Summary of what happens when document(s) are Sent for Signing – FYI

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:

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
When there is no email address for the client this can be selected by clicking the 0 Recipients link	n/a	Yes	Yes	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 (My Imports/ Attachment AutoFile)	Yes (Adobe Sign)	Yes (Annature)	Yes (currently FYI - will be changed to FuseSign)	Yes (myprosperity)
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 Client Signature	Pending Client Signature	Pending Client Signature	Pending Client Signature	Pending Client Signature
Multiple documents Workflow Status of the Original PDF documents that have been sent for Signature	Pending Client Signature	Pending Client Signature	Pending Client Signature	Pending Client Signature	n/a
Workflow Status of the Web Link	Pending Client Signature	Pending Client Signature	Pending Client Signature	Pending Client Signature	Pending Client Signature

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 Signer, Approver or CC	Yes Signer, Viewer or CC	Yes Signer or Viewer (Viewer is equivalent to CC)	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 (Viewer is equivalent to CC)	n/a