INTEGRATIONS

FYI + Annature

Integrate FYI with Annature to make all your client approvals seamless.

Use Annature’s beautifully designed interfaces to send documents from FYI to clients for digital signing, making all your client approvals seamless.

  • Select documents in FYI and send for signing via Annature. Use the Signature button in FYI to quickly collate your signing pack. Simply click Create and you’ll be taken directly to the envelope inside of Annature – 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.

  • Send direct from FYI to your client. Add a Signature merge field to your Word or Excel document, convert to PDF and send directly to your client. No need to go via Annature – saving you even more time!

  • Signed documents automatically imported 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’.

  • Automatic Notifications. Create a custom automation in FYI to notify your team when signed documents have been received. 

About Annature

Annature is an Australian made and owned e-signature solution that enables businesses to send and sign documents electronically. Featuring bank grade security and e-signatures that are accepted globally, it is a simple yet feature rich solution for any industry.

Annature achieved ISO 27001 Certification in December 2020, making it Australia’s first and only certified e-signature provider.

The integration between FYI and Annature has been an absolute game changer. It saves the team hours when sending documents for signing and filing them once returned. I could not recommend the combination more strongly!

Stacie Shaw, Commercial Manager –
PKF Sydney & Newcastle

Want to see FYI in action?

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