In Visma Addo, 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 an user from your account, the copy of the signed document is distributed to this user's mail address. However, with an integrated shared email to your account, this user will no longer receive the documents as all signed documents will be sent to the shared mail address, or both, depending on the set-up
To add a shared email follow these steps
- 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.
This guide will show you how to manage which templates are using the shared e-mail integration.