Simple questions guide

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. 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.

2. 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.

4. When the signer has signed the document(s) he/she will get to the question as to the final step before the transaction is completed.

4. When the signer has clicked “Send” the transaction is finished.
   
5. Both the sender and recipient will receive an email with the answers.

Note! Signed documents and simple answers are sent in two separate emails.