With Addo Forms, you can create an electronic form, either sent directly to a recipient or made available via a link. With Forms, you have the option to collect information, get signatures, send out questionnaires and have simple questions answered in the same process.
Addo Forms is suitable for many clever purposes - you can e.g. make employment contracts in Forms, and obtain all necessary information in just one flow. It simplifies the collection of data and sends a top-professional impression to your customers, employees or users. If you wish to read more about Addo Forms, click here.
1. Create form
3. Answers (sender options)
4. Answers (for recipient)
5. Mandatory / Prefill when sending
6. Public links with Forms
7. Signing template for Addo Forms
To create a new Addo Form, go to your settings. Please note that GroupAdmin or Administrator rights are required to create a Form. You can see our user hierarchy here, for more information. (Tip: if you can't see the details in the image, you can click on it to enlarge it).
- Go to settings
- Choose Forms
- Click Create new form
You can now start creating your Form. Firstly, the template for the Form must have a name, the Form must have a title and then you can choose whether to name the PDF file that is created after the signature.
- Choose what to call the template. This is internal for you who use Visma Addo, and cannot be seen by the respondent (who fills out and signs)
- This is optional. Here you can choose to name the PDF that is created after the form is signed
- The title of the form will appear when the recipient fills in the form and signs it. Therefore, make sure you give it a proper name that tells the recipient what it is about
- Here you can choose to write a heading for your Form title that tells a little more about it
The orange box on the page refers to the signature template the Form uses. We have a whole article about it here, showing and explaining how to make it.
- Choose here which template to use for the form
Forms are built in different sections. It is also possible to have one long section with questions and information, but it is recommended to use sections for different topics to make it more manageable for the recipient.
- You can add questions in the same section as the recipient information is filled in. These are defined by the selected signing template. If you add questions in this section, they will appear after the recipient's information
- You can easily create several sections, which are listed as individual "boxes". The order of sections can be changed later, if necessary
Below is a visualisation of how different sections present themselves to the recipient
- Your chosen Form title will be here
- If this has been filled out, the description will be here
- If you put questions in the same section as the recipient information, it will look like this
- Other sections are listed individually, as shown here
Answers (sender options)
The different questions/answers fields are discussed below. These are explained in greater detail below
- Click Add in a section
- You can then choose between different question/answer options, as well as framing features such as title and text. These are discussed below
Below, the different functions are selected and filled in with questions, for the sake of example. We start with the first four, which are very straightforward.
- This field is the Title field. It can be used for different sections in your Form and sets the tone for what the section consists of. This field can only be changed inside the Form
- The text field is used to elaborate, explain, enlighten or frame a paragraph. It can be a shorter or longer text. This field can only be modified inside the Form
- Single-line text answers can be used to obtain shorter answers, such as name, age, country etc.
- Multi-line text answer is used for longer text answers, where a single line is not sufficient. It can be an address, statement or something else
Next, we look at the two methods that can be used to give respondents choices. This can be an either-or function or checkboxes where multiple choices are ticked.
- Checkboxes are used to select multiple options. So you can check several of the boxes
- Radio buttons are used as an either/or function, where only one box can be checked. When using Radio buttons you also have the possibility to create dependencies
Radio buttons allow you to create one or more dependencies for your answers. It can therefore trigger new questions, depending on what is selected
- Check first Has dependents on
- Under all options, a function now appears that says Add dependent component. Press this
- You can choose several options. For this example, we will go with a Multi-line text answer
- You can now see that a dependency has been created, which depends on Either. For example, here you can ask the respondent to answer why this option was chosen
The last three possible fields are discussed below.
- Here you can have a file uploaded by the recipient. It can be a document, a PDF file or an image
- You can even insert an image in your Form with this function
- With this function, a specific date can be selected with the calendar function
Answers (for the recipient)
Below you can see what the Addo Form looks like to the respondent when they have to fill it in. These are the same functions as reviewed above, but they will look like this when the form is submitted.
The first six answer choices are highlighted below so you can see what they look like to the respondent.
- Text field
- Single-line text answer
- Multi-line text answer
- Radio buttons
The other options are shown here
- File upload
- Image - please note this has to be uploaded by the sender
- Date field
- These fields are defined by the signing template for the form
How to use Mandatory / Prefill when sending
It is possible to define whether a question should be required to be filled in by the respondent or whether it should be filled in before sending. If a question is required, the respondent cannot complete and sign the form until it is filled in. If a question is filled in before sending, it really just means that the sender inserts the information. A concrete example of this could be if you have created an employment contract with Addo Forms and need to indicate the salary. It will be the sender who enters this.
You choose whether a question should be required or completed before sending as shown below
- You can make a question mandatory by checking this box
- You can choose to prefill when sending by checking this box
We have an in-depth article on the features here.
You have the option to send the form directly to the respondent, but it can also be sent as a publicly available link. This can make sense for a variety of purposes, such as enrollment forms and claims. We have created an in-depth article on public links here.
Signing template for Addo Forms
As mentioned, a signature template is used to sign your form. These control both the signing process itself, but also how the form is handled and whether other documents need to be signed in the same flow.
It's a great idea to create Addo Forms templates, which you can read more about here.