Before you start sending documents for signing, you have to - set up your account, templates, etc. in Visma Addo so you can personalize and tailor your recipient's signing process.
After you have activated the integration, you need to set up your account in Visma Addo 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:
Mindkey allows you to send an email, SMS, or both at the same time. This simultaneously indicates whether the e-mail or phone number of recipients should be filled in MindKey.
The document signing does not support Visma Addo's advanced signing flow, which for example allows creating groups of recipients as well as control of the order in which to sign.
All signing templates in Visma Addo will be available to anyone who can use document signing in MindKey.
Note! Signing templates created in Visma Addo are not immediately available in MindKey but are automatically synchronized at 9, 12, 15, 18, and 21 (CET).
When you have done the following you can send documents for signing! Read the article Mindkey - How to send to be guided through the sending process.