In Visma Addo, you can integrate a shared email address where all signed documents sent from your account are distributed to.
Normally, when a transaction is created by an user from your account, the copy of the signed document is distributed to this user's mail address. However, with an integrated shared email to your account, this user will no longer receive the documents as all signed documents will be sent to the shared mail address.
To add a shared email follow these steps:
- Click on the Menu Icon in the top right corner
- Go to Integrations
- Choose Shared E-mail and add the e-mail
- Click Save
NB! These are only the steps to add the Shared e-mail to your account. To ensure documents are distributed to this email, you must:
- Go to the Document distribution tab in the menu
- Select Shared E-mail from the list
- Save you changes
NB! Please be aware that if this change is saved, all signed documents sent via your account will be distributed to this shared e-mail. If you instead need to distribute signed documents from a specific template, you should add this e-mail as the "Recipient of copy" in your Template settings.