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 |
Yes |
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 |
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 |
Multiple documents Workflow Status can be set to Pending Approval in FYI, approval done in signing service, pack is sent to client and pack in FYI is set to "Pending Client Signature" |
n/a |
Yes |
n/a |
n/a |
n/a |
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 |