23. March 2019

Secure file transfer, Google Drive integration and improved mail merge

Secure File Transfer

As a sender, you can now send files to receivers in a secure way. The files do not have to be signed, they can be any format with a maximum size of 10 MB.

The receiver has to verify his or her identity, before downloading the file. You choose the method of identification: Two factor authentication or one of the national digital identification services (NemID, BankID, etc.).

You will be notified, when the file has been downloaded.

Google File Integration

You can now receive the signed documents directly in your Google Drive. The integration is activated in your profile settings. Visma Addo automatically creates a folder on your Google Drive named “Visma Addo”.

This can save a lot of time and a full e-mail inbox.

The setting is only for the individual user profile, not all profiles of your company.

Improved Mail Merge

It can be challenging to set up a mail merge - even with Visma Addo. Small errors like an empty cell or an invalid separator often halts the proces.

In this version, we have made it easier to find the errors due to much more specific error messages. This will save you time and effort when mail merging.

Other improvements

Redesigned Addo integrations page.

Redesigned document signing page for recipients.

API support for creation of accounts.

Management of sub-accounts.

French, German and Spanish translations added for:

• Standard messages in templates

• Secure File Transfer download page for recipients

• Signing page for recipients

• Signed PDF document overlays

Improved error messages for Mail Merge when importing CSV files.

Advanced settings when recipients is now always open.

Bug fixes and miscellaneous

Security patches.

Templates migrated from XML to database for improved speed and improved support for future updates.

Up to three times improved load times for transaction overview.

Miscellaneous improvements to text dialog boxes and error messages.

Added shortcut to support site on the login page.