Address book

In this guide, we will review how to use the Address Book and how add and manage your contacts. By saving contacts in the address book you avoid adding contact information every time you have to request a signature from a contact in the address book. By using the address book you also ensure the correct contact information and avoid delaying the process if any corrections needs to be made.

Watch the video or read the guide below.

Adding contacts to the address book

If you want to add a new contact to the address book, there are three ways to go about it. You can add a new contact to the address book directly from the address book, you can import an already existing list of contacts or you can save recipients as contact during the sending flow.

Create a new contact from the address book

Let's take a look at how to add a new contact directly from the address book. Here is how to do it.

  1. Go to Account in the top menu and in the sub menu select Address book. This will provide you with the full list of your contacts. If this is you first time using the address book chances are it will be empty.
  2. Click Add contact to create the new contact
  3. Enter the name, e-mail and phone number of the new contact. Title and TAX number are optional. 
  4. Click the green Add button to save the contact

Importing contacts

If you already have a list of contacts you can easily import it into the address book - just click the button Import contacts next to Add contact.

Note! Too import a list of contact you need to have your list in a csv-format. Use this template to ensure that you have the right format. 

Save to address book

You can also add recipients as new contacts to the address book when sending a document for signing, here how to do.

  1. When you have reached the Recipient step in the sending process click Add new recipients.
  2. Enter the information about the recipient and if the recipient should be saved as a contact in the address book then check the box Save in address book.
  3. Click Add and the recipient will be added as a recipient of the signing but also as a contact in the address book.

NOTE: CPR-number (or Social security number) will not be saved in addressbook

Exporting contacts

If you find that you want to export the list of contacts in Visma Addo you can easily do so by clicking Export contacts. Clicking Export contacts will prompt a download of the address book in a csv-format right away. 

 

Using the address book

Now lets take a look at how to use the address book and how it can help you when sending documents for signing. 

  1. When you have reached the Recipient step in the sending process click Add new recipients.
  2. Start typing the name of your recipient. As you start typing the name of your recipient will appear. If you have two contacts in the address book with the name Laura just keep typing their last name and the correct contact will be left.
  3. Click on the contact and the information in the address book will automatically be pulled into the correct input fields. 

Contact support

Please contact our support team, if you can't find the answers you are looking for:

addo@visma.com

Visma Addo Enterprise

Integrate digital signature with your business systems and business processes:

lars.nygaard@visma.com