Unlike other Addo functionalities, Addo Forms require 2 different templates; one for the form itself, and one related to the signing method. In this article we will have a look at the latter.
When a form is created it is required of you to attach a signing template. This is highlighted in the orange box and illustrated on the picture below.
In order to create a signing template, go to the template section in your Addo settings. From here you can view a list of your templates divided by catagory at the top. To create a new template click the "Form Signing Template" button at the bottom right corner.
Creating a signing template for forms is similar to creating any other signing template with a few changes regarding forms. Before customizing your template pick a name that fits, as an example "Email with NemID" could fit a few forms without being too specific.
In the first section choose how your signer is to receive the invitation, authenticate, and sign the form. It is also possible to choose how or if a receipt should be received.
Please note: "Send Notification to" only applies if you choose to send the form via Addo, if you enable public link this setting will not change anything.
The next section deals with the messages regarding sending the form via Addo, if public links is used for this form, the only message the signer should receive would be the receipt-message.
The first part is regarding the information that should be included in the mails.
The following few sections is the messages for invitation, reminder, and receipt.
Just like any other template it is possible to attach documents or signers to any transaction using this template. These options are found at the very bottom of the page. The invitation and reminder message is the messages used when the form is used as a public link. By attaching a receipient of copy this person would not be asked to sign or answer any of the questions, it is ment for receiving the final document.
The final setting for the template is the sender distribution methods, if you've integrated your Addo account with any other service, it is possible to pick how the final document should be handled for your account.
For further information on templates take a look at this article.