FYI allows you to share documents with clients in a secure manner. For sharing documents, we integrate directly using your practice's Microsoft SharePoint site, automatically creating a folder structure (of your choosing) for each client/client group.
Refer to the section Collaborate.
Sharing Documents
For your occasional clients, you can Share documents via SharePoint that your client can access via a hyperlink that can only be accessed by the intended recipient of the email.
Sharing the Shared Folder
For your more engaged clients, you can issue them with a full username and password, so they have full access to their entire document archive. Another option is the ability to have documents uploaded by the client automatically imported into FYI.
Digital Signing
For digital signing, we leverage the existing market leaders such as DocuSign, Adobe Sign, Annature or FuseSign. Because OneDrive and these third parties are already integrated, it is easy to request a signature of any document shared with the client via OneDrive. FYI then watches for any document signed by the client, we then automatically import the signed document back in, updating the original including the workflow status to be “Signed By Client”.