Sending a Document for Digital Signing

FYI can be integrated with digital signing providers to allow you to send documents to your clients for digital signing.

Watch this tutorial to learn how to:

  • Convert a document to PDF
  • Use the Signature icon in the Document Toolbar
  • Send your document to your client using a digital signing app
  • Review and sign the document from the client's perspective
  • Review the thread of documents created in the documents list.

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