Visma Addo

This article helps you activate the integration to Visma Addo.

 

1. Go to Settings > Integrations

 

2. Find Visma Addo and click "Activate"

 

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3. Input user name and password and click "Activate"

 

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4. Add template(s)

 

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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

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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

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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)

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Receipt Message

  • Choose if the user should be notified via mail or text
  • Fill out the message (Keywords can be used)

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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

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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

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6. The integration is now activated and you can start sending documents for digital signing

 

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Please note that templates can be edited/added subsequently by clicking on "Activated".

 

See how you send documents for digital signing here.