FYI

If your practice uses FYI for document and client management, the Annature integration removes the manual steps from your signing workflow. Select documents in FYI, send them to Annature for eSigning with recipient details already filled in, and have everything sync back and file automatically once signed.

Built by the team at FYI, the integration is designed to keep your documents, recipients, and audit trail flowing between both platforms — without any double handling.

Here's what the integration does.

Send documents from FYI in a few clicks

Pick one or more documents inside FYI and send them to Annature in a single action. Recipient details flow through automatically from the FYI client record, so there's no copy-pasting names and email addresses. Once the document lands in Annature, you can add fields or apply a template before sending it for signing.

Signed documents file back to FYI automatically

Once signing is complete, the signed PDF is automatically pushed back into FYI and filed against the correct client. No manual upload, no chasing down completed documents — everything lands where it should, threaded against the original.

Certificate of completion included

Every completed envelope produces a certificate of completion containing the full audit trail of the signing process. With this option enabled, the certificate is also synced back to FYI alongside the signed document, giving you a complete record of who signed what and when.

Assign signed documents to individual users

Where multiple users are involved in a signing workflow, the integration can assign the synced signed document to the FYI user who initiated the request. This keeps ownership clear and makes it easy to follow up if anything needs further action.

Full audit trail, automatically tracked

Every action — when the envelope was sent, opened, signed, and completed — is tracked and filed in FYI as part of the document record. You always have a clear, compliant trail without maintaining anything manually.

Getting started

To use this integration, you'll first need to connect your FYI account to Annature. See Connecting to FYI for setup instructions.