In this guide, we will take a look at the messaging options available when sending documents for signing, and also review how to edit these messages. 

The different messages on this page (see screenshot below) are taken from the template, you are using. If you have not changed these in your template settings, default texts made by Visma Addo are shown.

4 types of messages
1. Message to the signers
2. Invitation Message
3. Deadline and reminder message
4. Receipt options

Message to the 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 message will be shown to all signers.

Invitation Message 

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). One of these notifications/messages is the Invitation message which will be sent to your signer notifying them of the pending signing.

Note! If you do not change this text Visma Addo will send the standard text to your signer. 

Deadline & Reminder message 

Another notification/message is the Deadline and reminder message. This will be sent to your signer in case they 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. 

Note! If you do not change this text Visma Addo will send the standard text to your signer. 

Receipt Option 

The last message/notification in Visma Addo is a receipt message. The signer receives the receipt message when the transaction is completed.

Design

You can have a preview of the design on the transaction before you send it. The design can you change in the templates

Note! If you do not change this text Visma Addo will send the standard text to your signer. 

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's 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).