Frequently asked Questions

Documents can only be deleted in the document list (https://app.fynk.com/documents). You need the "Admin" or "Owner" role to delete documents. "Manager" and "Editor" can only archive documents.

Archived documents do not count towards the license quota. They can only be searched separately from active documents and do not trigger notifications or calendar entries.

Archived documents can only be displayed or searched using the filter "show only archived contracts" in the document list (https://app.fynk.com/documents).

To change the name of a document, click on the existing name in the document and edit it:

A tag can contain a maximum of 40 characters.

Yes, pre-made contract templates can be transferred to your own account from the gallery in the template list (https://app.fynk.com/templates). This can be done via the "Show gallery" button at the top right.

For PDF files uploaded for signing or fynk documents that are to be signed, this can be done via the “Upload revision” button.
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PDF files can be uploaded to fynk for signing by dragging and dropping them onto the dashboard or into the document list in fynk, and then selecting the option “Sign document.”

From there, you are guided through the process: the signing parties and signatories are added, signature blocks are placed, and the document can then be signed internally and/or externally.

Once the PDF file has been uploaded, the “Signature” element can be dragged and dropped to the appropriate place in the document.

Afterwards, the required parties and their respective signers can be added:

If the required parties have already been added, you can insert as many additional signature blocks as needed.

Simply drag and drop the “Signature” element into the document again and select which party the additional signature block should be assigned to:

You can use +suffixes with the same email address to register the same person as a signatory for different parties. These addresses work the same way as the original address. For example:
​[email protected] --> test+1@mail.com --> test+2@mail.com, and so on.

When creating a template, you can enable the sequential signing in the "General" settings.

Any document created from this template will require sequential signing. As soon as the signing process starts, sequential signing is activated by default.

Once you have added the necessary parties & signatories and placed the signature blocks in your document, your document is ready for signing. You can activate sequential signing by clicking [Start signing process].

You can then activate sequential signing.

When using the "Standard" signature block, the date and time of signing are added automatically.
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Other information can at the moment only be added as static text field that you can drag onto the PDF from the document content tab on the right side menu.
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You can choose between the "Standard Signature Block" and the "Minimalist Signature Block."

The standard signature block contains the following information:

The minimalist signature block only displays the name and signature.

The language of the AI summary is based on the account language (Default account language), which can be changed by users with the "Admin" or "Owner" role in the account settings (https://app.fynk.com/account-settings).

fynk can process all languages that use Latin script characters. When you upload a document, an OCR scan (Optical Character Recognition) is performed to extract all recognizable text, making it searchable and ready for further processing. The AI then uses this extracted content to run the AI analysis, read metadata, and display it within the document as a reference.

Documents containing non-Latin script characters can also be uploaded to fynk, but the OCR scan cannot process this content. As a result, the AI analysis cannot extract any metadata.

The language of a specific document can be changed directly within the document. This setting determines the language of notifications sent to external users as well as the interface they're shown.

This allows you to set the language individually for each document – regardless of your general preferred document language set in your profile.

External users can access individual files via dedicated links. There they can:

If you have invited someone to a document as an external user, you can change the role afterwards.

To do this, click the "Share externally" button in the document:

You can then change the person's role and choose between "Editor" or "Viewer".

Alternatively, you can completely remove the person's access to the document by clicking on the trash can icon:

This can be done by users with the "Admin" or "Owner" role via the "Manage subscription" button in the subscription & billing tab of the account settings (https://app.fynk.com/account-settings/billing) directly in stripe.

To start the signature stage, the following conditions must be met:

Apart from these, errors in the document, such as corrupt image files, could prevent reaching the signing stage. To check for this, use the "preview final document" button (located at the top right above the document):

If the preview works, everything is fine.
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Yes, that’s possible.
Select the signatory you want to replace and enter the details of the new person. You’ll then be asked whether the new person should be invited to the document as a user.
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Documents are automatically moved into the review phase as soon as an external user is invited to the document.

Unfortunately, there are certain cases where uploaded PDF files cannot be digitally signed. This is due to technical limitations that affect all types and providers of digital signatures.

If you receive an error message when signing, there is a workaround. Download the file, open it in a PDF reader, and "print as PDF". This creates a new PDF that can then be signed.

This issue can occur if the file consists of scanned images created using the “jpx” encoding.

Solution:
Export the original document again and save it as a PDF/A file. Make sure to select the option “Optimize images for display.” After that, re-upload the file to fynk — the content should then be displayed correctly.

There are several ways to upload external documents into fynk. By default, imported documents are treated as signed documents. However, it is also possible to sign external documents directly within fynk. To do so, simply select the option “Sign document” when uploading the document.

Certainly, you just need to hit the little arrow circle symbol in the "General" tab of the document, right next to the AI analysis status:

.docx files can be uploaded for different use cases:

To import a .docx file as a working document, you simply need to create a document from scratch. Follow these steps:

To import a .docx file as a template, you need to create a template first:

You can also import a .docx file as a new document revision. This makes the most sense if the .docx file was generated from fynk and some changes have been made to it. To upload a .docx file as a new revision (only possible for unsigned fynk documents – for PDFs, you can add PDF revisions), follow these steps:

This will also trigger a new revision in the activity feed.

By default, all discussions and comments are visible to both internal and external users who have access to the document. However, you can mark comments as "internal only", making them visible only to licensed users of your fynk account.

You have two options:

Please note, that the first comment in a discussion can never be hidden on its own. If you hide it, the entire discussion will always be marked as internal.
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To do this:

To make them visible again, simply click the eye symbol once more.

Discussions can also be set to “internal only” by default. This default setting can be configured in the account settings: https://app.fynk.com/account-settings

Documents can be linked in different ways, each serving a distinct purpose: