Addo functions

Learn all features and take full advantage of Visma Addo

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• Send Document to Signing
• Follow the signing process on the overview page
• Signing with Addo
• Authentication Methods
• Signing methods

Send a document for signing

• Messaging to the Signers
• Multiple signers
• Approve All Attachments at Once
• Document File Size
• Simple questions guide
• Password on signer’s signed copy

Overview

• Signing overview
• Transaction status
• Transaction details
• Edit in an ongoing transaction
• Reactivate transaction
• Copy a transaction

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Addo Forms

• Addo Form - Multiple signers
• Addo Forms overview
• Form templates
• Signing Templates
• Addo Forms Questions
• Locked, Mandatory and Pre-filled Questions

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Secure file transfer

• Creating SFT Template
• Secure File Transfer Guide

Mail merge

• What is mail merge?
• Bulk sending of documents
• How to use mail merge
• Creating a Mail Merge Document
• The Predefined Fields Within the CSV Template
• UTF-8 Format

CPR validation

• CPR validation
• After distributing a CPR validation