Annature seamlessly integrates with FYI to streamline your document signing process. Manage and send documents—drafts or final versions—directly from your FYI platform, handle multiple files effortlessly, and ensure all digital signatures are correctly processed and recorded. This integration enhances efficiency, simplifies client interactions, and helps you maintain organized, accurate records with ease.
Simplify your document signing process by integrating Annature directly with FYI. This seamless connection allows you to send documents— whether drafts or final versions, directly from your FYI platform. Manage multiple documents effortlessly and ensure all signatures are correctly processed and recorded without leaving your familiar workspace.
Boost your efficiency and maintain an organized document workflow with Annature’s integration. By handling digital signatures within FYI, you reduce administrative tasks and eliminate the need to switch between multiple applications. Keep track of all your client interactions and document statuses in one centralized location, making it easier to manage and retrieve records when needed.
Our identity verification product seamlessly integrates with Xero for a streamlined compliance process. Post-verification, client records are automatically updated in Xero, including verification details and certificates. Ensure your data is easily accessible and audit-ready.
Step-by-step guide to linking account.
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.
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.
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.
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.
