This article helps you activate the integration to Visma Addo.
1. Go to Settings > Integrations
2. Find Visma Addo and click "Activate"
3. Input user name and password and click "Activate"
4. Add template(s)
5. Fill out the template and click "Save"
Basic Settings
- Input title
- Choose where the template should be available (Candidate, Onboarding, Employee)
- Choose if the user must be identified before signing (No, NemID, Two Factor Verification)
- Choose Signing method (NemID, Stylus or other)
- Choose if a receipt should be sent to the user (No, receipt with document, receipt without document)
- Choose if the document should be password protected (No, Encrypted, Password)
- Choose if all documents can be signed at once
Invitation Message
- Choose if the user should be notified via mail or text
- Fill out the message (Keywords can be used)
- Choose if the user is allowed to add comments
- Choose if the user is allowed to attach documents
Reminder Message
- Choose due date
- Choose if the user should get a notification every week, month or not to send anymore notifications
- Choose a final reminder
- Choose if the user should be notified via mail or text
- Fill out the message (Keywords can be used)
Receipt Message
- Choose if the user should be notified via mail or text
- Fill out the message (Keywords can be used)
Signers
- Choose which signers should be added
- Choose if the signers should sign one by one (in the above order)
- Choose if the signers can be changed before sending the document
Access
- Choose which departments that should have access to this template
- Choose which users should have access to this template
- Choose which roles should have access to this template
6. The integration is now activated and you can start sending documents for digital signing
Please note that templates can be edited/added subsequently by clicking on "Activated".