FYI can be integrated with digital signature providers Adobe Sign, for digital signing.
To import Signed document from Adobe Sign:
- First, link your Adobe Sign account to FYI. Refer to Integration with Adobe Sign.
- Set up the Automation Process to run the import.
Set up the Automation Process to Import
- From FYI, click the Automation menu option.
- Go to the Processes tab.
- In Import of Signed Document from Adobe Sign click the cog icon to edit this process.
The Trigger is "New Document".
The Filter for this process is "Document Source is Adobe Sign".
To make this process active, change the Status to "Active".
The Owner is set by default as the user who made the process active and this can be changed if required. If the process fails, an email will be sent to this user as notification. You can set this as "Me" to set yourself as the owner.
Start From allows you to enter the date from which you want to start retrieving the documents. If you enter a date in the past, this will import documents from that date, This will only import documents that have not already been imported.Note: If you need to reset the process, for example if the step was delete, click Reset. This will restore the process back to the default configurations.
The steps import from Adobe Sign with the Action set to Import BGL Statement. The following shows the default settings.
The Name of the document is set the Original File Name of the document imported.
AutoFile is enabled.
The Step is set up to add a Comment.
You can change any options for Filing, Workflow, or for creating a Task and change or disable the Comments as required (refer to Automation Notifications). You can add steps if required (refer to Automation Process Steps).
Note: The Workflow Status options available in the drop-down will depend on the Approval Level assigned to the user in their User Profile. For example, a User with an Approval Level of None will not be able to view or select "Pending Client Signature". Refer to Workflow Basics and Managing Users.
Once the connection has been made with FYI, and the process has been set up and set to Active, any new signed documents in Adobe Sign, are automatically imported into FYI.