You can link your Addo Sign account to your Visma Case easily and quickly.
The integration allows you to send documents for signature directly from Visma Case.
Step 1 - Set up your Addo Sign account
You need to start by making sure you have a user/account set up on Addo Sign. You can create an account at the link here.
The user will act as an integration user and all documents sent from Visma Case will go through this user. This means that information about the user will be included in the invitation messages if you have set up sender information in the messages. Visma Case requires that you have set up one user per Visma Case user in Addo Sign. The integration must be set up per user.
In Addo Sign it is subordinate to which user rights you have, please see the article about User hierarchy in Addo Sign.
Step 2 - Activate the integration in Visma Case
To activate the integration in Visma Case do the following:
To set up the integration, click on your profile (1) and add your Addo Sign username and password (2) (3).
Then click on save (4) and your user information is validated against Addo Sign. Then you have the opportunity to send documents for signature digitally with Addo Sign from Visma Case.
We would recommend that anyone sending documents for signature should have the integration set up. Groups and templates follow users who are integrated. That is, if the user is assigned to a group in Addo Sign, such as Group Administrator, they can only access the templates created in the group.
If you are still using IMS Arkiv, you should use Addo Sign as a stand-alone product, as no integration to IMS Arkiv is set up
Note! All users who have an account on Addo Sign can set up the integration. You don't need specific user permissions.
Before you start sending, you need to go into Addo Sign and set up the signing flow, logos, etc. See the Visma Case - Setup guide and go through the checklist.
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