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FuseSign is connected in Access → Apps → Company Settings → Integrations. Scroll downn to find FuseSign and select Connect on the FuseSign card and follow the instructions. Once connected, the Send for Signing option becomes available in Trust Distributions, Dividend Statement, and EngageAML only. If the FuseSign connection drops (for example, because the authorisation token expires), staff will see the Send for Signing button disappear until an Administrator reconnects FuseSign in Admin Settings.

Overview of connecting FuseSign, including setup steps and where digital signing is available.

How do I connect FuseSign for digital signing in Company Settings?

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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