The Visma Addo and Emply integration, allows you to have full control over your contract management flow, directly from Emply.
In Emply you will therefore have the ability to set up templates, sign flows, assign signatures to a signer, and much more. Follow the steps below to set up the integration
Step 1 - Set up a Visma Addo account
You need to start by making sure you have a user set up on Visma Addo. This user will act as an integration user and all documents sent from Emply will go through this user. This means that information on the user will be included in the invitation messages if you have set up sender information in the messages. We recommend that you set up a user with a common mail, or create a universal user.
Important! Do not delete this integration user if you integrated it. If you do, you cannot send documents through to Visma Addo. If you want to change the integration user you have to do it in Emply.
Step 2 - Activate the integration in Emply
To activate the Emply integration in Emply you need to do the following:
- Go to Settings
- Tap Integrations
- Then tap Applications
You will now see Visma Addo below as shown below:
Once you have found Visma Addo, press the Activate button. A pop-up window will then appear:
In the pop-up window, simply enter your Visma Addo login details, then press Activate.
If you have done this correctly you will see the similar image and you will now be integrated:
You're now ready to set up signing templates so you can send documents for signature. See the Emply - Setup article to see how to set up your templates.