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Integration

FYI

Annature’s integration with FYI takes document management and eSigning to the next level. It’s built to remove friction from everyday workflows by connecting a powerful document platform with seamless signing capabilities. Instead of switching between tools or chasing files, you can send, sign, and store documents without leaving FYI. This connection saves valuable time for teams who need their processes to be fast, reliable, and fully automated—ensuring every step, from preparation to signature, is as smooth as possible.

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Overview

Annature’s FYI integration makes it easy to send, sign, and track documents directly within your practice management platform. With automated workflows and real-time updates, your team can manage signatures efficiently while keeping client records accurate and up to date.

Fully Automated Workflows

Automate your document journey with eSigning built directly into FYI. From sending contracts to receiving signed copies, every step is streamlined for speed and efficiency. This reduces the need for repetitive tasks, helping your team focus on higher-value work.

Smart Document Tracking

Always know where your documents stand. With real-time status updates, you can see who’s signed, who’s pending, and what needs follow-up—all from within FYI. This visibility helps you stay on top of deadlines without unnecessary guesswork.

Automatic Updates

Signed documents sync back into FYI instantly, keeping your records organised and accurate. This reduces the chance of errors and ensures your files are always complete and accessible for your entire team.

Connecting

FYI

Step-by-step guide to linking account.

1. Open the Developers page

Open the Developers page. After creating your free account and signing in to the Annature dashboard, navigate to the Developers page from the sidebar. If you have the Annature dashboard open in another tab, you can click here to go straight to the Developers page.

2. Create a key

On the Developers page, click Create key and enter a key name. We recommend using "FYI" for this field as it will help you identify which keys have been created for which application, should you ever connect your Annature account to other applications in the future.

3. Save your keys

When you have entered your key name, click Create and you will be presented with a set of randomly generated letters and numbers. These letters and numbers are called API keys and when entered into your FYI account, this is what allows FYI to send documents for digital signing on behalf of your Annature account.

4. Security and Compliance

Protect sensitive financial data and tax file numbers with our secure e-signature solution. Minimize the risk of data breaches and manual errors. Ensure your documents meet industry standards and regulations.

Need some more help?

Discover detailed guides in our Guide Center

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Get an answer for something frequently asked.

Is setup easy for non-technical teams?

Yes. Our integrations are designed to be straightforward, so you don’t need IT expertise to get started.

Do you offer an API for custom integrations?

Absolutely! Developers can use our API to create custom workflows that fit seamlessly into their systems.

Can I connect Annature to my CRM or practice management software?

Yes. With built-in integrations and API support, you can connect Annature directly to your business systems.

What platforms does Annature integrate with?

Annature integrates with popular platforms and payment providers, and we’re continually expanding our partner network.