In Addo Sign, you can integrate a shared email address where all signed documents sent from your account are distributed to.
Normally, when a transaction is created by a user from your account, the copy of the signed document is distributed only to that user. With an integrated shared email for your account, an email address of your choice receives all signed documents from the template. In this article, we will go through how to integrate a shared email to your account, how you can combine it with templates and other options.
Add Shared mail integration
Shared email address can be used for several things. Overall, it simply allows signed documents to be sent to a different email address than the one used by the sender. It works much like adding a "copy recipient" to a transaction, but with this integration, you make it easier to add a copy recipient that can be put together with any template, or the account as a whole. You can also choose that this email is the only one to receive
- Click on the Menu Icon in the top right corner
- Go to Integrations
- Choose Shared E-mail
- Enter the e-mail and Click Save
NB! These are only the steps to add the Shared e-mail to your account. They also need to be connected to a template to be fulfilled.
We will now go through how to add the integration to specific templates.
Set Template to Shared Mail integration
Once you have created a shared mail, it will by default be used as a recipient for signed documents on the whole account together with the original sender.
If you want it to apply to specific templates, or templates that existed before you created the mail, use the following guide.
- Click the Cogwheel in the top right corner
- Click Templates
- Click on the Template you wish to edit
You will now see the settings for this specific template.
- Roll down to, and click on Sender distribution methods
- Check the box Shared E-mail in order to make the template send the signed documents to the shared E-mail
- Check the box Sender's E-mail if you also want the senders E-mail to recieve the signed documents
- Remember to click Save
Your template now uses the shared E-mail!