In this guide, you will be presented to all the features when sending a document for signing. To follow this guide, you must have access to a Visma Addo account and have a PDF document on your computer that you can test with.
2 steps for sending your document
Step 1. Signers and documents
Step 2. Message to signers
Signers and documents
Template: Choose the template that suits your needs, e.g. one of the default templates such as Sending E-mail/Web signature, 14 days expired
- It is the template that by default determines how the signer is notified, what signing method to use, and when a signing period expires. However, if you wish to make corrections and customize a specific transaction you are able to do so before sending it.
Read more about how to create templates.
Signers: Add the signers that must sign the documents.
- Type in the signer's information and click add. Repeat if you wish to add more signers.
- The sending settings are determined by your template, but in this window, you can customize the specific sending.
- If you wish to add a signer who is not in the address book, just check the box Save in the address book to save his/her information.
Signing Options: Select the order of how the document(s) should be signed
- If you wish to sign the document first, choose, I must sign the document. Then choose whether the subsequent signatures must be obtained in random or sequential order.
- If you have multiple signers you can decide the signing sequence. Chose The signers must sign in sequential order and place the signers in exactly the order in which you want the document to be signed. You change the order by dragging the signers into the sequence after your choice. See the example below.
Note! If you do not select a specific order, the document will be sent to all at once and signed in random order.
Recipient of Copy: Add a recipient who should receive a copy of the signed document. This person will not enter the transaction as a signer.
- If you added a "Recipient of Copy" to the template you are using, the recipient will be automatically added.
Reference Number
Here, you can keep track of the signing by adding your own reference number, which is shown in the transaction overview page.
Password on signed documents
For extra security, you can choose to apply a password for the document to be signed. You have the following options:
- Signer's custom password - The signed document must be protected with a password determined by the signer.
- Signer's social security number - The signed documents must be protected by the recipient's Social Security number.
Documents and forms
- You now have to add the document to be signed. Drag your PDF document into the document field or use the Add document button.
- After uploading the document press the Next button.
Message to signers
In this section, the options are all optional. However, it is possible to customize the messages to the signers, which will be described below.
Message to signers
- Chose the language for the emails/SMS.
- You can add a message to the signer.
- You can decide if the signer should be allowed to comment or add attachments.
Invitation message
The invitation message contains a default message. The default message can be changed if needed. The invitation message is shown in the first e-mail or text message that is sent to the signer to notify them that a document is awaiting their signature.
Deadline and reminder message
This section entails settings such as deadlines and reminders, which can be changed accordingly. The reminder message is sent to the signer in case they forget to sign this document.
Receipt option
The last message/notification in Visma Addo is a receipt message. The signer receives the receipt message when the transaction is completed.
Note! If you do not change the messages Visma Addo will send the standard text to your signer.
You are now ready to click Send to initiate the signing. The signing will appear in the signing overview.
