In this guide, we will take a look at the messaging options available when sending a document for signing, and also review how to edit the text in invitation, reminder and receipt messages.
Messages to signers
Under the second tap, the first option you have is to write a Message to signers.
When you write a text under Message to signers, the message will be displayed above the document to be signed when the signers access the document.
It is not possible to change any formatting in this note.
Note: If you have several signers the note will be shown to all signers.
When creating a signing there are three different notifications your signer can receive either by e-mail or SMS (depends on your setting for the individual signing). The first notification is the Invitation message which will be sent to your signer notifying them of the pending signing. If you do not change this text Visma Addo will send the standard text to your signer.
Deadline & reminder message
The second message is the Deadline and reminder message. This will be sent to your signer in case they should forget to sign the document. If you do not change this text Visma Addo will send the standard text to your signer. When and how often a reminder is sent, is determined by the reminder settings which you can find in the first step when creating a signing.
Receipt page message
The third an last message Visma Addo will send to your signer is the receipt page message. You as a sender can be determined if your signers should receive this receipt message along with a copy of the signed documents. If you do not change this text Visma Addo will send the standard text to your signer.
Note: The receipt message can only be edited by an administrator. The receipt message can be edited in account settings and templates.
Editing the text in messages
You can easily edit the standard texts in these messages by simply writing the text you wish to send to your signers. The text also consists of Addo standard parameters. These parameters will automatically pull information into your message.
When sending to multiple signers Visma Addo will pull the correct individual information in the different parameters. Ex. Visma Addo will automatically place the name of the recipient where the parameter %recipientname% is placed (%recipientname% = John Hansen).