What is a template?

Templates are used to design a specific setup for a signing flow and are effective for both large and small organizations.

You can use one of the standard templates that already exist and modify it when you create the transaction, or you can create a template that contains the information you need if you have several of the same type of transaction.

Templates
What is a template?
How do I set up a template?
Settings in a template
Where can I use a template?

For example, if you have a document that you often want to be signed by the same people, you have the option to create a template containing, for example, the contact details or the document that will be included in the transaction. Then, when you want to send a document with the template, select it in the orange box when you create it.

When you are on the Visma Addo home page you will find at the top an orange box called "Template".
Click on the drop-down menu to select your custom template.

How do I set up a template?

Only an administrator or a group administrator can set up new templates. The administrator will be able to make the template available to all users on the account or move/create it in a given group. In addition, a group administrator will always be able to create his own templates.

You can read much more about the creation of templates here.

Settings in a template

The default recipient information, such as signature method
Default language for the messages
Invitation messages
Reminders and associated message
Selection of questions to be sent to the recipient after signature
Acknowledgement message
Message for when the signature is done, this is blank by default
Choice of signing flow, simple or advanced

Where can I use a template?

There are several places on Visma Addo where you can choose to use a custom template. You can choose to use a template for a regular document submission, as in the screenshot above. In addition, you have the option to use a template in secure file transfer, forms and mail merge respectively.