In Visma Case they offer to send documents for signature through Addo Sign, but before you can send documents you need to have set up in account and signing templates. Visma Case retrieves all information about the signing from Addo Sign.
After you have activated the integration, you need to set up your account in Addo Sign so that you can tailor your signatory's signing process, as well as set up message texts, logos, sender distribution, etc. In the article, we have prepared a checklist where you can check whether you have set up and inserted the various information so that you are ready to send:
When creating the templates for use in Vimsa Case, please be aware that Visma Case does not support all the features we offer on the templates in Vimsa Addo. This article will address which features can and cannot be used when sending from Visma Case.
Notification
Receipt
Password on signer’s signed copy
Additional options
Simpel and Avanced signingflow
Documents
Signers
Design
Notification
When sending through Visma Case, it supports the following notification options:
Green = Supports
Yellow = Not currently supported, but will be.
Orange = Does not support the option
Digital Post
(Only for customers who have switched to Digital Post)
Visma IMS will support sending documents through IMS DigitalPost Cloud to Digital Post for signing by mid 2022 (IMS DigitalPost Cloud will use Addo Sign as integration for the signature process). At present, it is not possible to send documents to be signed through the IMS DigitalPost Cloud, but this is coming. If you want the documents signed, you now have to send through Addo Sign stand-alone, and then upload to Visma Case or IMS DigitalPost Cloud.
Please read the Visma IMS guide on sending through the IMS DigitalPost Cloud platform
Receipt
When sending through Visma Case, it supports the following receipt options:
Green = Supports
Yellow = Not currently supported, but will be
Orange = Does not support the option
Digital Post
(Only for customers who have switched to Digital Post)
Visma IMS will enable the signed documents to be sent to Digital Post once they have set up their signing option from the IMS DigitalPost Cloud. This process will run through the IMS DigitalPost Cloud.
Password on signer’s signed copy
When sending through Visma Case, it supports the following password options:
Green = Supports
Orange = Does not support the option
Additional options
When sending through Visma Case, it supports the following options:
Green = Supports
Orange = Does not support the option
Simpel and advanced signingflow
Simple signing flow is the only one that can be used in Visma Case. You must therefore make sure that you have selected "Simple".
Documents
You cannot put documents on the template, as you decide which documents to send for signature and attachments in Visma Case. Read the article Vimsa Case - How to send to find out how to do it.
Signers
Visma Case supports this option, but the signers are not displayed in Visma Case's sending function. You should therefore be aware of this. If you have chosen the signer to sign first or last, the order will appear.
Design
Remember to insert your logo under Design in the templates or on the account, so that your logos appear in the transactions. Read the Design Settings article to see how to do this.
If there are any questions about the setup, please contact our support department on chat or mail - addo@visma.com
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