Addo Sign

Setting up the integration

Go to Settings > Integrations > Applications. Find Addo Sign and click on Activate.

In the new window that opens, enter your username and password. Then click on Activate.

Then add template(s).

When creating the template, please:

• fill in title
• choose in which area the template should be available ('Candidate', 'Onboarding', 'Employee')
• choose whether the user must be identified before signing ('No', 'NemID', 'Two Factor Verification')
• select the signing method ('NemID', 'Stylus' or 'Other')
• choose whether to send a receipt to the user ('No', 'Receipt incl. document', 'Receipt without document')
• choose whether the document should be password protected ('No', 'Encrypted', 'Password')
• choose whether all documents can be signed at once

Next, set up the invitation message:

• choose whether the user should be notified by email or SMS
• compose the message (it can be useful to use keywords in the message)
• choose whether the user can add comments
• choose whether the user can attach documents

Then, fill in the reminder message:

• select the due date of the reminder message
• choose whether users should be notified every week, every two weeks, every three weeks, or whether no multiple notifications should be sent
• choose the final reminder: one day before, two days before, or no reminder
• choose whether the user should be notified by e-mail or SMS
• compose the message (it can be useful to use keywords in the message)

Then, create a receipt message:

• choose whether the user should be notified by email or SMS
• compose the message (it can be useful to use keywords in the message)

Then, complete the 'Signees' section:

• select which signees to include
• choose whether the recipients should sign one by one (in the above order)
• choose if the signees can be modified before sending

Finally set up the access. In other words, which departments, users, and roles should have access to the template.

Complete by clicking 'Save'.

The integration is now activated and you can start sending documents to be signed digitally.

Please note that

• templates can be modified/added later on by clicking on 'Activated'.
• when sending documents for signing this can only be done with pdf files

Setting up documents export for notes

If you want to add notes to a contract, for either and employee or candidate, this can be done by setting up a document export.

Go to Settings > Integrations > Export > tap 'New export' > select Document as export type.

Give the export an internal description. Select the area for the export document; either Employee, Candidate or Onboarding. In this example, Candidate is selected. Upload the desired document by clicking 'Upload file'.

Enable 'Export file as PDF' if the document is to be exported, and/or enable 'Export into personal documents' and select which folder to save the document in, under the employee profile.

See the example below:

Under 'Export data' select 'New text', where you can choose 'Single line' or 'Multiple lines'. You can also choose to give the text field a title. Finish by clicking 'Save'.

Then you go to the recruitment module and select the desired candidate under 'Candidates'. Tap the burger icon and click 'Export':

Select the desired export file and add the note to the document. Finish by clicking 'Export':

Once the export has been generated, you can download it by clicking on 'Download file'.

The document can also be found under the candidate under 'Documents':

Change Addo Sign connection

Click on Change the connection.

Enter the login details and click Check the connection.

If the errors below occur, please contact your Addo Sign contact.