Once you have enabled the integration and set up your templates then you have the possibility of sending one or several documents for signature to one or several signatories with Visma Case.
You send documents for signature from within a case by opening the case (1) and clicking on the menu button Send documents (2) and then Send for signature.
Then Visma Addo opens the dialog window where you have to specify how the documents are to be sent for signature.
Here you must first choose which Visma Addo template you want to use (3). A Visma Addo template is a collection of settings, which i.a. indicates signature method, reminder interval, notification settings, and more. Visma Addo templates are configured in Visma Addo and further information can be found here, on our support page.
Then select who will sign the documents (4). Signatories must be created as contact persons in Visma Case and can be contacted by name or e-mail. Then you need to choose which documents to include in the transaction. For each document in the transaction, select whether the document should be signed and simply opened by the recipients. (5).
Once you have selected which signature template to use (3), added signatories (4) and selected which documents to send, click on Obtain signature (6).
When all documents have been signed, the signed documents are returned to the case as a new version with the necessary documentation for the signatures.
If you find that you cannot use the Send to Signature feature, go back and make sure that the integration is set up correctly. See how to do this on Visma Case - Integration.