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Mail merge

How to use mail merge

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In Visma Addo it is possible to send the same document to more than one signer, combined with personal information, to efficiently obtain signatures from many signers. By using mail merge, you avoid entering personal information for each transaction manually. Mail Merge can, f... Read Article

Creating a Mail Merge Document

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Mail merge is used to create documents to multiple recipients/signers that can contain both standard and customized content, which has to be sent to multiple recipients. To use the mail merge in Visma Addo you need two documents, namely a; Mail merge document Data set Note! ... Read Article

The Predefined Fields Within the CSV Template

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After selecting the signing template you wish to use and uploading the prepared merge document, Addo gives you the opportunity to download a CSV template. To ensure Addo receives the information it needs to mail merge successfully, we recommend downloading this template. When ... Read Article

UTF-8 Format

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To ensure special characters as, for instance, Æ, Ø, and Å are included and properly shown in your merge document, and in general your uploaded CSV file, you must convert your CSV file into a UTF-8 format.   On Windows: Open your CSV file in Notepad by right-clicking on the CS... Read Article

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