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Integrations

FYI & FuseSign

Integrate FuseSign with FYI for a seamless signing experience.

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How FuseSign integrates with FYI 


Send to your clients from FYI

 Use the signature button in FYI to quickly collate your signing pack, and send instantly or be taken to the draft bundle inside FuseSign.


FYI Elite Contact Data Sync 

Sync contacts from FYI Elite directly into FuseSign. Synced contacts use FYI as your single source of truth - reducing errors and avoiding duplication of data.


FYI Templates

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


Automatic Notifications

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


Import Signed Documents
 

Once signed the original document in FYI will be updated, and the workflow status of the document automatically changes from 'Pending Client Signature' to 'Client Signed'.

See It In Action

Watch how easy it is to streamline your document signing workflow with the FYI and FuseSign integration. From sending documents for signature directly from FYI to automatically filing them upon return, watch the seamless experience in just a few clicks.

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About FYI

Automated document & practice management purpose-built for accountants

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