Visma Addo has the option of bulk sending documents for signing to several recipients but also to send documents to several recipients, directly in people's e-Boks.
As a new feature, you can also make a secure file transfer as a mass sending with the Mail Merge function.
Bulk send as secure file transfer
As a new feature, you can now use Mail Merge to mass send documents as a secure file transfer. It works in the same way as sending single documents via secure file transfer, but by using Mail Merge, you can send to many people at the same time. These can be distributed to the recipient's e-Boks, and do not require a signature.
Bulk mailing documents for signature
With Visma Addo's Mail Merge function, you get the ability to send one or more documents to many recipients as well as edit the wording of the document that the recipients will receive.
This means that you will be able to save oceans of time that would otherwise be spent on editing word documents, converting them to PDFs or sending them out in the traditional way.
If you are writing to Per, Pia and Pernille, just rename each row after their name and the message you want them to receive.
It's effective and simple once you get started with it.
If you do not yet have control of merge fields and merge documents, we also have a small guide here that can help you along the way.
Bulk sending of documents to e-Boks
With Visma Addo, it is also possible to send documents directly to people's e-Boks, using a word document and a merge excel file.
In this way, your employees will therefore notified regarding changes in your organization, which can affect many employees or if there are other tasks that require several people to receive an important message within the same time period.
If you need to send documents in bulk to e-Boks, you must first have set up an integration to e-Boks and then contact our support.