Send documents with advanced signing flow

In this guide will we review how to send documents with an advanced signing flow. To do this you must first create a template with an advanced signing flow. Follow this guide to create a template with an advanced signing flow

NOTE! The options under basic settings, notifications and security will be identical whether you are sending documents for signing with a simple or advanced signing flow.
See a guide for the basic settings, notifications and security

Watch the video or read the guide below.

Documents

As with any other signing the first thing you have to do is choose which template you want to use. This guide will not be explaining basic setting, notification, and security, but this guide will.

Document groups

Here you can see the document groups defined by the template. A document group can hold one or more documents and are sent for signing as one group. 

Adding documents
Add the documents to the correct document group. If you have documents to be included in the signing which does not require any signatures just add them, but be sure to remove to uncheck Signing required.

Adding a document groups
If you need an additional document group for this specific signing click Create Document group, name it and click Add. You can now add documents to the new document group as well. If you add a document group in the sending flow it will only be added to this siging. 

When all your document groups contain the relevant documents you are ready to click Next. You can always go back if you need to correct something under Documents.

Recipients & flow

Here you will se the recipient roles and the signing flow determined by the template. Recipient roles can hold one or more recipients and the signatures within a role will be collected in a arbitrary order.  

Recipient roles

Adding recipients
Add recipients to each role by clicking Add new recipient and entering the information about the recipient. Signing and login method for each recipient is determined by the template. If you want to change these settings for one or more of the recipients, click Change settings and select the prefered settings for the given recipient.
Should you want to delete a recipient, you can click the red icon next to the name.
You can also choose whether or not a specific recipient should receive a copy of the signed documents.

Adding a recipients role
If you need an additional recipient role, click Create recipient role, give it a name, and click Add. If you add a recipient role in the sending flow it will only be added to this siging. 

When all the recipients are added, you are ready to check the Signing flow

Signing flow

Here you see the signing flow for each document group. Each document group can have its own specific order of the recipient roles.The order of recipient roles to sign in each document group has been determined by the template. Each column indicates a signing phase.
If you need to add recipient roles somewhere in the signing, just click Add role where you want to add the role.

When no recipients are added to the role it will be grey in the signing flow. Once you have added a recipient to a role the role will switch to a blue color in the signing flow.

Messaging

Here you can add and review the messages around your signing. As with any other signing you can add a Note to signer and edit in the invitation, reminder and reciept message. This guide will not be explaning these messaging option in details. Follow this guide for a detailed review of the messaging option.


Once everything is as you want click Send to initiate the signing. The signing will now appear the the signing overview.

Contact support

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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:

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