FYI is a document management, and process automation system, purpose-built for accountants.
FuseSign integrates directly with FYI to allow you to easily send documents from FYI into a draft FuseSign bundle.
Connecting the Integration
For instructions for how to setup FYI so that documents can be sent directly to FuseSign, please refer to the FYI documentation (https://support.fyidocs.com/hc/en-us/articles/360058026872).
Using the Integration
For instructions for how to use the FYI FuseSign integration, please refer to the FYI documentation (https://support.fyidocs.com/hc/en-us/articles/360054510951).
Watch a demonstration video here: https://www.fusesign.com/fyi/
FAQ: Why isn’t Mixed Verification Mode available on bundles that originate from FYI? This is a limitation of this integration which is intended for simple use cases. In the case that you need Mixed Verification Mode consider using the FYI Document Connector to add the documents to the draft bundle instead.
For any troubleshooting relating to documents that originate from FYI and utilise the FYI FuseSign integration please contact FYI support at firstname.lastname@example.org. FuseSign is the delivery method only.
If you have any questions, please contact the FYI support team at email@example.com.