Summary of what happens when document(s) are Sent for Signing

The following is a summary of what happens when document(s) are sent for signing for each of the signing services that can be integrated with FYI.

Refer also to Summary of what happens when Signed document(s) come back to FYI.

Document(s) are sent for Signature

Feature

DocuSign

Adobe Sign

Annature

FuseSign

myprosperity

When adding the message, can use a Template with Merge Fields

No

Yes

Yes

Yes

No

Reference number is optional, but must be set as "On" when sending document for signature.

Yes

Yes

Yes

Yes

Yes

Number validation - if a client's email matches a contact, the contact's mobile or phone number is used first, otherwise the client's mobile or phone number is used.

If a specific contact is selected, the contact's mobile number or phone number is used only.

n/a

n/a

Yes

Yes

n/a

Name of the Contact is used when the client's email matches the contact email, otherwise the Client's name is used.

Yes

n/a

Yes

Yes

n/a

When there is no email address for the client this can be selected by clicking the 0 Recipients link

n/a

Yes

Yes

Yes

n/a

Notifications can be added with Comments

n/a

Yes

n/a

n/a

n/a

Source column in document lists includes the service name

Yes
(My Imports/ Attachment AutoFile)

Yes
(Adobe Sign)

Yes
(Annature)

Yes
(currently FYI - will be changed to FuseSign)

Yes
(myprosperity)

Multiple documents can be sent

Yes

Yes

Yes

Yes

No

Single document Workflow Status of the Original PDF document that has been sent for Signature

Pending
Client Signature

Pending
Client
Signature

Pending
Client
Signature

Pending Client Signature

Pending
Client
Signature

Multiple documents
Workflow Status of the Original PDF documents that have been sent for Signature

Pending
Client
Signature

Pending
Client
Signature

Pending
Client
Signature

Pending
Client
Signature

n/a

Workflow Status of the Web Link

Pending
Client
Signature

Pending
Client
Signature

Pending
Client
Signature

Pending
Client
Signature

Pending
Client
Signature

Multiple documents
Workflow Status
can be set to Pending Approval in FYI, approval done in signing service, pack is sent to client and pack in FYI is set to "Pending Client Signature"

n/a

Yes

n/a

n/a

n/a

Selecting Multiple Recipients

Feature

DocuSign

Adobe Sign

Annature

FuseSign

myprosperity

Can add Multiple Recipients and the first is the Signer

No

Yes

Yes

Yes

No

When Multiple Recipients are added, individual recipients can be assigned as Signer/Approver/Viewer/CC

n/a

Yes
Signer, Approver or CC

Yes
Signer, Viewer or CC

Yes
Signer or Viewer (Viewer is equivalent to CC)

n/a

Multiple Recipients with the first selected as "Signer" and additional Recipients selected as "Approver" or "Viewer", document is imported only when signed and approved/viewed

n/a

Yes

Yes

Yes

n/a

Multiple Recipients with the first selected as "Signer" and additional user in CC, document is sent to client in CC

n/a

Yes

Yes

Yes
(Viewer is equivalent to CC)

n/a

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