FYI + DocuSign

Use DocuSign to send documents from FYI for digital signing, making all your client approvals seamless.

Select documents in FYI and send for signing via DocuSign

Use the Signature button in FYI to collate your signing pack in an instant. Click Create and you’ll be taken directly to the envelope inside of DocuSign – no need to navigate to another app.

Use an FYI email template to save time

No need to manually type a message every time. Use an FYI template to save time and ensure consistent messaging.

Signed documents automatically imported back into FYI

What’s more, the original document in FYI will be updated with the signed copy, and the workflow status of the signed document automatically changes from ‘Pending Client Signature’ to ‘Client Signed’.

Easy to track document status

FYI views provide convenient tracking of every document out for signing and are available to your whole team. Create a custom automation in FYI to notify your team when signed documents have been received.

About DocuSign

DocuSign provides a suite of applications and integrations for automating and connecting the entire agreement process.

Want to see FYI in action?

Book a demo or start a 30-day free trial today.