Plan: Available: All plans
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
FYI integrates with the digital signature provider Annature, allowing documents to be sent for signing and automatically synchronised back to FYI.
This integration also supports additional identity verification functionality, including syncing verification details from Annature and importing Certificates of Completion into FYI.
To use the integration with Annature:
- You need to be a registered and subscribed user of Annature. Refer to annature.com.au/pricing.
- An FYI Admin will first need to connect your Annature account to FYI.
- Users can then send selected PDF documents for signing from FYI using the Signature button.
Connect your Digital Signature Account to FYI
Your Annature account needs to be connected to FYI.
- This is a one-off step and can only be done by an FYI Admin, or a user in a User Group that has permissions enabled for Automations.
- The user who does the connection with Annature must be an Administrator on Annature.
To connect FYI and Annature:
-
Within Annature create your integration ID and Key for FYI. Refer to the Annature article Connecting to FYI.
-
In FYI log in as an FYI Admin who is also an Administrator on Annature.
- Click the Automation menu option.
- Go to the Apps tab.
- In the Annature app, click the cog icon to edit it.
- In the Annature Settings panel, enter your Annature ID and Key.
- Click Connect, sign in to Annature and follow the prompts.
- When set up, the Annature Settings in FYI shows the Connected date and time.
Configure the Annature Integration Settings
| Setting | Details |
| Assign Documents to Individual Users |
The Assign Documents to Individual Users setting allows practices to manage the behaviour when there are multiple users of Annature.
Note: Only enable this if all users that will be sending documents have an account set up on Annature. If this is enabled, and the user does not have an account and tries to send a document for signature, they will see an error "Cannot find Annature user for 'user's email address'". |
| Import Signing Certificate |
When this option is enabled, once an envelope has been signed by all recipients, a Certificate of Completion will be imported into FYI. The document will be imported with a format of "(Document Name) - Certificate of Completion". For multiple documents, the name of the last document in the envelope will be used. |
Working with the Annature Integration
Sending Documents for Signature
For information on how to send a document for signature using Annature, refer to Digital Signatures using Annature.
Note: This article also has details of the Signature Merge Field that needs to be added to a template used when sending documents for signature via Annature.
Merge Fields
Once the Annature integration has been connected, the following Merge Field will be available in FYI.
| Field | Details | Merge Field Code |
|---|---|---|
| Signature |
The Signature Merge Field is automatically detected as a placeholder where the recipient must sign. This does not show the sender's signature. When sending documents for signature via Annature, you must ensure the document you send has the Signature Merge Field included. Refer to Digital Signatures using Annature. Note: This Merge Field must be inserted without spaces between the brackets e.g. «Signature» |
Word/Excel: Signature |
Identity Verification
Practices can send ID verification requests from Annature using client information synchronised from FYI. If enabled in the Annature settings, the Certificate of Verification will also be synchronised to FYI and automatically filed to the relevant client.
For practices integrated with Xero Practice Manager (XPM), Custom Fields are automatically created and updated in FYI to display the verification details.
- Date Verified
- Verification Method
- Verification notes, including a link to the Annature Dashboard.
- Verified - true/false
- Verified By - (name)
For practices on the Elite plan using FYI as the Practice Management source, a disbursement can be automatically created against the client in FYI. Users must first create a new Disbursement Rate in FYI, then select this rate in Annature to apply to all new disbursements.
When the identity verification is completed, a new disbursement will be created in FYI with a submitted status, and the date set to when the verification was completed.
Refer to the Annature article FYI Integration (ID) overview.
Running a Manual Sync
As well as the automatic sync, a manual sync can be run when required to synchronise all unfinalised envelopes.
- From FYI, click the Automation menu option.
- Go to the Apps tab.
- In the Annature app, click the cog icon to edit it.
- Click Sync.
- A request will be created, with the synchronisation performed overnight.
- When the sync has been completed, an entry will be added to Practice Activity displaying the number of envelopes processed, queued for import, and not found.
If the sync could not be completed, for example if the connection to Annature was not authorised, a Failure event will be added to Practice Activity. Refer to Practice Activity.