How can i delete documents?
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 "editors" can only archive documents.
What is the difference between active and archived 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.
Where can i find archived documents?
Archived documents can only be displayed or searched using the filter "show only archived contracts" in the document list (https://app.fynk.com/documents).
How many characters can i use for a tag?
A tag can contain a maximum of 40 characters.
How do i change the font of the created documents?
Changing fonts in the editor is not yet possible. We may change this in a future update.
Are there pre-made contract templates in fynk?
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.
How can i upload a new version of an uploaded contract?
For pdf files uploaded for signing, this can be done using the "upload revision" button.
soon this will also be possible via .docx (word) file uploads for documents created in fynk.
How can i sign a pdf file in fynk?
PDF files can be uploaded for signing in fynk by clicking the "sign pdf" button at the top right in the document list (https://app.fynk.com/documents).
You will then be guided through the process - the signing parties and signers will be added, then signature blocks will be placed. The document can then be signed internally and/or externally.
How can i change the language of the ai summary?
The language of the ai summary is based on the account language (external language), which can be changed by users with the "admin" or "owner" role in the account settings (https://app.fynk.com/account-settings).
What can external users do in fynk?
External users can access individual files via dedicated links. there they can:
sign (as long as they are set as signers)
fill in dynamic fields (as long as these are allowed to be filled externally)
fill in or change party details (as long as this is allowed)
comment and tag other document users
suggest changes
download the file
initiate signing
signal readiness for signing
How can i change my billing information (recipient, company, etc.)?
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.
Why can't I start the signature stage?
To start the signature stage, the following conditions must be met:
The current stage of the document must be "review".
No user should have the document open in edit mode.
There must be no active working copy.
All dynamic fields marked as mandatory must be filled.
There should be no unresolved discussions.
There must be at least one signature block in the document.
A signature block must be placed for each designated signer.
Each signature block must be assigned to a party.
Each existing signature block must be placed in the document.
The type of each signing party must be specified.
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.
How can I proceed to review stage?
To transition a document to review phase, you usually just have to follow the instructions in the document (yellow buttons).
Apart from that, the following conditions must be met:
The current stage of the document must be "draft".
No user should have the document open in edit mode.
All dynamic fields marked as mandatory must be filled.
Each existing signature block must be placed in the document.
once these preconditions are met, a yellow button [proceed to review stage] will be visible on the right side above the document.
Why can't I sign an uploaded PDF?
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.
XFA forms
Read-only or encrypted PDFs
Corrupt PDFs
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.
Why does my just uploaded document already show up as signed?
There are different ways to upload external documents to fynk. Usually, imports will be treated as signed documents. There is, of course, also a possibility to sign external documents within fynk. To do so, just use the [Sign PDF] button in the top right of the document list (https://app.fynk.com/documents).