Documents, Signing & Filing
Managing the flow of documents into, through, and out of the practice, including client uploads, signed documents, AutoFile, naming, sharing, archiving, and integrations.
- Client Signed Notification
- Client Upload Notification
- Draft Filed Reminder
- Form Submitted Notification
- Alter Document Name Received from Signing Service
- Auto Archive Documents
- Auto Delete Documents
- Auto Share Signed Documents via Collaborate
- Client Signed Documents Lodgement Process
- Create a Mail Merge for Clients
- Pending Approval Notification
Stay Up-To-Date
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Events
We host a range of product demos, training webinars, workshops and more.
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Service Status
Check for updates on the FYI Platform
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What's New
Round-up of new features, fixes, and other important announcements.