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

Plan: Available: All plans

Users: Available: All users

Practice Management Source: Available: All sources

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

Adobe Sign

Feature	Adobe Sign
When adding the message, can use a Template with Merge Fields	Yes
Reference number is optional, but must be set as "On" when sending document for signature.	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
Name of the Contact is used when the client's email matches the contact email, otherwise the Client's name is used.	n/a
When there is no email address for the client this can be selected by clicking the 0 Recipients link	Yes
Notifications can be added with Comments	Yes
Source column in document lists includes the service name	Yes (Adobe Sign)
Multiple documents can be sent	Yes
Multiple documents order retained in signing app	Yes
Single document Workflow Status of the Original PDF document that has been sent for Signature	Pending Client Signature
Multiple documents Workflow Status of the Original PDF documents that have been sent for Signature	Pending Client Signature
Workflow Status of the Web Link	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"	Yes

Annature

Feature	Annature
When adding the message, can use a Template with Merge Fields	Yes
Reference number is optional, but must be set as "On" when sending document for signature.	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.	Yes
Name of the Contact is used when the client's email matches the contact email, otherwise the Client's name is used.	Yes
When there is no email address for the client this can be selected by clicking the 0 Recipients link	Yes
Notifications can be added with Comments	n/a
Source column in document lists includes the service name	Yes (Annature)
Multiple documents can be sent	Yes Note: When multiple documents are selected, they will be stapled together when sent to Annature. Documents can only have one staple. If documents were stapled prior to being sent to Annature, the existing staple will not be used.
Multiple documents order retained in signing app	Yes
Single document Workflow Status of the Original PDF document that has been sent for Signature	Pending Client Signature
Multiple documents Workflow Status of the Original PDF documents that have been sent for Signature	Pending Client Signature
Workflow Status of the Web Link	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

DocuSign

Feature	DocuSign
When adding the message, can use a Template with Merge Fields	No
Reference number is optional, but must be set as "On" when sending document for signature.	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
Name of the Contact is used when the client's email matches the contact email, otherwise the Client's name is used.	Yes
When there is no email address for the client this can be selected by clicking the 0 Recipients link	n/a
Notifications can be added with Comments	n/a
Source column in document lists includes the service name	Yes (My Imports/ Attachment AutoFile)
Multiple documents can be sent	Yes
Multiple documents order retained in signing app	Yes
Single document Workflow Status of the Original PDF document that has been sent for Signature	Pending Client Signature
Multiple documents Workflow Status of the Original PDF documents that have been sent for Signature	Pending Client Signature
Workflow Status of the Web Link	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

FuseSign

Feature	FuseSign
When adding the message, can use a Template with Merge Fields	Yes
Reference number is optional, but must be set as "On" when sending document for signature.	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.	Yes
Name of the Contact is used when the client's email matches the contact email, otherwise the Client's name is used.	Yes (Client details will be used when integrated via Practice Sync to a practice management platform)
When there is no email address for the client this can be selected by clicking the 0 Recipients link	Yes
Notifications can be added with Comments	n/a
Source column in document lists includes the service name	Yes (currently FYI - will be changed to FuseSign)
Multiple documents can be sent	Yes Note: When multiple documents are selected, they will be stapled together when sent to FuseSign. Documents can only have one staple. If documents were stapled prior to being sent to FuseSign, the existing staple will not be used.
Multiple documents order retained in signing app	No
Single document Workflow Status of the Original PDF document that has been sent for Signature	Pending Client Signature
Multiple documents Workflow Status of the Original PDF documents that have been sent for Signature	Pending Client Signature
Workflow Status of the Web Link	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

myprosperity

Feature	myprosperity
When adding the message, can use a Template with Merge Fields	No
Reference number is optional, but must be set as "On" when sending document for signature.	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
Name of the Contact is used when the client's email matches the contact email, otherwise the Client's name is used.	n/a
When there is no email address for the client this can be selected by clicking the 0 Recipients link	n/a
Notifications can be added with Comments	n/a
Source column in document lists includes the service name	Yes (myprosperity)
Multiple documents can be sent	No
Multiple documents order retained in signing app	N/A
Single document Workflow Status of the Original PDF document that has been sent for Signature	Pending Client Signature
Multiple documents Workflow Status of the Original PDF documents that have been sent for Signature	n/a
Workflow Status of the Web Link	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

Selecting Multiple Recipients

Adobe Sign

Feature	Adobe Sign
Can add Multiple Recipients and the first is the Signer	Yes
When Multiple Recipients are added, individual recipients can be assigned as Signer/Approver/Viewer/CC	Yes Signer, Approver or CC
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	Yes
Multiple Recipients with the first selected as "Signer" and additional user in CC, document is sent to client in CC	Yes

Annature

Feature	Annature
Can add Multiple Recipients and the first is the Signer	Yes
When Multiple Recipients are added, individual recipients can be assigned as Signer/Approver/Viewer/CC	Yes Signer, Viewer or CC
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	Yes
Multiple Recipients with the first selected as "Signer" and additional user in CC, document is sent to client in CC	Yes

DocuSign

Feature	DocuSign
Can add Multiple Recipients and the first is the Signer	No
When Multiple Recipients are added, individual recipients can be assigned as Signer/Approver/Viewer/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
Multiple Recipients with the first selected as "Signer" and additional user in CC, document is sent to client in CC	n/a

FuseSign

Feature	FuseSign
Can add Multiple Recipients and the first is the Signer	Yes
When Multiple Recipients are added, individual recipients can be assigned as Signer/Approver/Viewer/CC	Yes Signer or Viewer (Viewer is equivalent to CC)
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	Yes
Multiple Recipients with the first selected as "Signer" and additional user in CC, document is sent to client in CC	Yes (Viewer is equivalent to CC)

myprosperity

Feature	myprosperity
Can add Multiple Recipients and the first is the Signer	No
When Multiple Recipients are added, individual recipients can be assigned as Signer/Approver/Viewer/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
Multiple Recipients with the first selected as "Signer" and additional user in CC, document is sent to client in CC	n/a

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