Silverfin: Send Annual accounts to your OK!Sign account

September 25th, 2023

Until now, it was not possible to directly transfer Annual Accounts from your Silverfin account to your OK!Sign account.
As of now you can forward the annual accounts - including who will sign where - to your OK!Sign account with one click of a button.


Do as follows:
In your Silverfin file, click on Annual accounts:



Complete the Annual Accounts so that all information is correct (including the placement of the signature fields).
If you have made a connection between your Silverfin account and your OK!Sign account (via OK!Sign menu: Settings -> Apps) an OK!Sign label appears in the Actions menu.



Click on the OK!Sign label and the annual accounts, together with the signatories' details, will be forwarded. You can see the progress in your OK!Sign account:



All pages that have a yellow star in Silverfin are merged into one PDF document containing the complete Annual Accounts.



The signature fields are placed in the Annual Accounts:



You can now - as always - send an email to the signatories.
From now on, the workflow is the same as before.

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