In Visma Addo it is possible to collect data from your recipients by using the function “Add a simple question”. When a document is sent for signing your recipient will be able to fill out the questions after signing the document and the answers are sent in a separate email.

In this step-by-step guide we will show you how to use the “Simple-questions” function.

1. How it works as a sender
2. How does it look to the recipient?

How it works as a sender

1. The function is added to a template. You can add simple questions to both new and existing templates. You will find the function below the “Invitations messages”.
   
   
   
   
2. Click “Add a question” for creating “simple questions” and for adding more questions.
   
   The sender has 3 ways to let the recipient answer the question. They can either chose text field, text area, or yes/no types of questions.
   
   Note! It’s also possible to decide if the questions should be mandatory to answer or not.
   
   
   
   
3. Save the template
4. Start a new signing with the new template
   
5. Add a signer and mark 'Must answer simple questions'.
   

How does it look to the recipient?

Once the documents are sent for signing, the recipient will go through a normal flow of signing the documents in the first phase. Then, in the second phase, the recipient will be confronted with the simple questions. As soon as these are answered, the final receipt will be received.

Both sender and recipient receive a copy of the replies. The example below shows you as the sender receiving answers to questions. The subject field is indicated with a transaction ID, which makes it easy for you to find the transaction in your Visma Addo overview. In case file upload was selected, these documents would be attached in this mail.