Click the Signature button in the tool bar.In FYI, on a list, select one or more PDF documents for a specific client.You can request Adobe Sign to increase this limit for your practice. If the file is too large, FYI displays a message "File size too large". Note: Adobe Sign has a default 10MB limit on the file size that can be sent. Where multiple documents are being sent, they must be for the same client. This will help you identify the individual document in FYI as well as the combined pack of documents. When sending multiple documents, it is recommended to change the Subject in FYI to indicate that a pack is being sent, for example, "2023 document pack". Sending one or more Documents for SignatureĪll documents sent for signing must be a PDF. Making Changes to the Draft PDF Document in FYI.Sending one or more Documents for Signature.This article contains the following sections:
For information on how to set up the integration, refer to Integration with Adobe Sign. The following describes how to set up and use FYI so that documents can be sent directly to Adobe Sign. FYI can be integrated with digital signature providers Adobe Sign, for digital signing.
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