This guide will take you through the steps for creating a new template with a simple signing flow. If you wish to create a new template with an advanced flow you can find the guide here.
Note: It is only the administrators of the account who have permission to create and manage templates.
Create a New Template
- Click on Account setting icon in the top right menu and select Signing Templates in the menu to the left. At the right, you will find the Templates.
- Select Create new template.
Note! You can add a new template to the list of standard templates. But if you have created any user groups, you can also choose to create a template for a specific user group. If so, the template will only be available for users of that group.
5 steps for creating a template:
Step 1. Basic settings
Step 2. Email Contents
Step 3. Invitation Message
Step 4. Deadline and Reminder Message
Step 5. Other settings
Basic Settings
- Give your template a Template name.
- Select where to Send notification to.
- Choose a default Authentication method.
- Choose the default Signing method.
- Choose to where the receipt should be send and if it should be send with or without documents.
Email Contents
Emails contain an area with standard information about the signing that you can choose to show or hide in this section.
Note: These options do NOT affect the message text (Standard Parameters)
Invitation Message
- Write a Subject
- Write a Message. Use the Addo standard parameters to customize and personalize the messages.
- Click Send test message to, if you want to see how your message will be received.
- Select Allow signer to add comments or attachments if you will allow the signer to add comment and/or attachments.
Deadline and Reminder Message
- Select the Deadline, the deadline shows the length of the signing period. As default Visma Addo sets a signing period of 14 days.
- Select Send notifications every. This shows how often Visma Addo should send a reminder to your signer, notifying them of the pending signing. Set it by interval eg. every second day or every fourth day. Reminders will only be sent if your recipients forget to sign.
- Select Final notification. Here you can determine when the last reminder should be sent. As default, it is set to one day before the signing period expires.
- Write a Subject.
- Write a Message. Use the Addo standard parameters to customize and personalize the messages.
Other settings
- Receipt page message. You can create a customized message. This message is shown when the signer has signed and send the documents.
- Documents. Here you can add documents that should be included when you create a new signing based on this template. If you have Terms and Conditions that always should be sent when requesting a signature on a sales contract. Adding this to the templates makes it easier and faster when creating the signing.
- Password on signed documents. You have to choose whether or not to protect the document with a password once the documents have been signed. If you choose to protect them with a password you have two options: Either the password will be the social security number of the signer or the signer can choose a password themselves.
- Signers. If you know that a specific person will always be a signer when using this template, you can add them to the template. Doing so the specific signer will already be visible in the sending flow.
- Recipient of copy lets you add a recipient who needs a copy of the signed document but who is not part of the signing flow. You can add up to five recipients of copy.
- Now click the Save button and your template is ready to use.
