Overview
Active, by Business Fitness, is a suite of cloud-based accounting tools that includes Active Workpapers, Active Ledger & Reporting and Active Documents. FuseSign is now integrated with Active Documents.
Active Documents is a cloud-based document and email management platform that helps accounting firms organise client records, manage firm knowledge, automate email filing and maintain a central source of truth for documents and communications.
By integrating FuseSign with Active Documents, firms can send documents for digital signature directly from Active Documents and have signed documents file back automatically..
How the Integration Works
The Active Documents and FuseSign integration allows firms to manage the entire signing process without leaving Active Documents.
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Send documents for digital signature directly from Active Documents.
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Track signing progress and status updates within Active Documents.
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Completed signed documents are automatically filed back to Active Documents once signing is complete.
Connecting Active Documents to FuseSign
Before you Begin
You'll need:
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FuseSign Champion access
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Active Documents Admin access
Connect the Integration
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Log in to Active Documents.
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Navigate to the Admin Centre > Select Integrations
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Select FuseSign.
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Enter your FuseSign credentials when prompted.
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Review the authorisation request.
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Click Authorise.
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Return to Active Documents and confirm the connection status shows as connected.
Sending Documents to FuseSign
Once connected:
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Select Document within Active Documents.
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Click Send for Signature
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Confirm recipients and details.
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Press Send for Signature.
Active Documents will automatically create the signing request in FuseSign.
Tracking Signing Progress
Once documents have been sent for signature, progress can be tracked in FuseSign and also directly within Active Documents.
In Active Navigate to Documents and select the Envelopes tab for the relevant client to view the status of signature requests.
What Happens After Completion
Once a bundle has been fully signed, FuseSign will automatically fileback to Active Documents.
You can view finalised documents by navigating to Documents > Client Documents to view the client's document records.
Signed documents are displayed as a document group with a status of Signed, making it easy to identify completed signing requests and access the associated files
Further Information
For detailed instructions on configuring templates, workflows and signing options within Active Documents, refer to: