Send document for signing

In this guide you will learn how to quickly and easily send documents for signing. You can watch the tutorial or follow the written guide below.

Watch the video or read the guide below.

Documents

  1. SelecSignings in the top menu and then select New signing to initiate the sending process.
  2. The first thing you have to do is select the template. The template contains settings for the signing like basic settings with include signing and login method, notifications and security settings for the document when it has been signed. Once you've chosen a template the settings in the new signing will automatically be set up according to what the template prescribes.
    Note! Even though
     you have chosen a template, you can easily change each setting if needed.

Basic settings

The signing method for the recipient will be prescribed by the template. If you wish to change it, click the dropdown and choose the signing method of your choice. 
You can read about the different signing options in this guide.

If the recipient should login to access the document, it will also be specified here. If you wish to change the login setting, click the dropdown and you will have three options.

  • Log in with NemID Private: Recipients log in with their NemID Private
  • Log in with NemID using recipients Social Security number: Recipients log in with their NemID Private, but here you must enter the recipients Social Security number before the document is sent for signing.
  • Log in with pin sent by SMS: Here the recipients will receive a pin code by text message which must be entered before they can access the documents to be signed.
  • No log in

Notifications

Here you see how the recipient must be notified of the pending signing, and when the signing should expire. By default the signing period is set for 14 days. If you want to change the signing period, just use the arrow keys.
In addition, you can see when or how often Visma Addo should send reminders to your recipient. The reminders will be specified either by an interval e.g. 14 days, or by specific dates.

Security

Security settings defines whether the signed document should be protected with a code or not. If you wish to change this click the dropdown and you will have two options:

  • The signed documents must be protected by the recipient's Social Security number.
  • The signed document must be protected with a password determined by the recipient.

Additional settings

Here you can select which information that should be displayed with the signature.
Note! Additional settings will only be available if the signing method is signature with touchscreen or mouse.

  • You can choose to add two views to the signature.You can choose to have the recipient name displayed with the signature.
  • You can choose to have the signing date displayed.

Documents

Before proceeding to the next step you must add the documents to be signed. If you have documents to be included in signing, but does not require a signature just add them, but remove the checkmark from Signing required.

Recipients

Note! If your template has advanced signing flow settings follow this guide to send documents with advanced signing flow.

Here you add the recipients who should sign the documents.

  1. Select Add new recipient and enter the information about each recipient - if your recipients are contacts in the address book they will appear as you start typing their name. If you want to add a recipient who is not in the address book just check the box Save to address book. Signing and login method for the recipients is determined by the template, but you can change these settings for each recipient individually if necessary just Change settings and choose the prefered signing and log in method. You can also select whether or not the specific recipient should receive a copy of the signed documents or not.
  2. Click Add to add the recipient. If you have checked the box Save to address book the recipient will automatically be added to the address book.

If you want to delete a recipient, just do so by clicking the red icon next to the name.

Signing sequence

If you have multiple recipients you can decide the signing sequence.
Put a checkmark in the Document must be signed in sequential order and place recipients in exactly the order in which you want the document to be signed.

If you do not select a specific order, the document will be sent to all at once, and signed in a random order.

If you wish to sign the document first, put a checkmark in the I must sign the document first. Then choose whether the subsequent signatures must be obtained in a random or sequential order.

Messaging

Messaging options

You can add a message to the signing, which will be displayed when the recipient accesses the document. You can view an example to see precisely where the message will be shown.

In addition you can grant recipient’s privileges to either leave a comment to the signing or add attachments.

Besides the possibility of adding a message to the signing, you can also edit a number of other texts.

  • Invitation Text is shown in the first e-mail or text message that is sent to the recipient to notify them that a document is awaiting their signature.
  • Reminder text is sent to the recipient in case they forget to sign this document.
  • Recipient text is sent to the recipient when the document has been successfully signed.

You are now ready to click Send to initiate the signing. The signing will now appear in the signing overview.

 

Contact support

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

addo@visma.com

Visma Addo Enterprise

Do you want to integrate digital signature with your business systems and business processes? Please contact us to learn more about Visma Addo Enterprise:

lars.nygaard@visma.com