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:
- Enter your account details
- Uploaded your logo
- Set up templates
- Choose your sender distribution - Signed document will also be distributed to webCRM
- Insert your tailored template integration:
Once you have done the above, you can start sending documents for signature. Read the article webCRM - How to send to see how to do it.