Integration with Annature

FYI can be integrated with digital signature providers Annature, for digital signing.

The following describes how to set up FYI so that documents can be sent directly to Annature.

For information on how to send a document for signature using Annature, refer to Digital Signatures using Annature. 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.

Using the integration with Annature

To use the integration with Annature:

• You need to be a registered and subscribed user of Annature.
• Annature is Pay as you Go so don't actually have plans. Refer to the Annature article https://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:

1. Within Annature create your integration ID and Key for FYI. Refer to the Annature article Integration with FYI.
   
   
2. In FYI log in as an FYI Admin who is also an Administrator on Annature.
   
   
3. Click the Automation menu option.
   
   
4. Go to the Apps tab.
   
5. In the Annature app, click the cog icon to edit it.
   
6. In the Annature Settings panel, enter your Annature ID and Key.
   
7. Click Connect, sign in to Annature and follow the prompts. 
   
   
8. When set up, the Annature Settings in FYI shows the Connected date and time.
   

Configure the Annature Integration Settings

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. 

• Toggled Off: used when there is only one shared account for everyone to use.
  
  
• Toggled On: used when you have multiple accounts in Annature. When sending a document it will show under the user's Annature account, so when a user sends a PDF for signing it will show under the documents that particular user sent.

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.

Running a Manual Sync with Annature

As well as the automatic sync, a manual sync can be run when required to synchronise all unfinalised envelopes. 

1. From FYI, click the Automation menu option.
   
   
2. Go to the Apps tab.
   
3. In the Annature app, click the cog icon to edit it.
   
4. Click Sync.
   
5. A request will be created, with the synchronisation performed overnight.
   
   
6. 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.