This is a guide to activating the Addo Sign integration. The guide will walk you through: setting up the integration, setting up documents export for notes, and change Addo Sign connection.
Read more about Addo Sign here.
Note
You must have credits to use Addo Sign.
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Go to ++.
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Find Addo Sign and click on .
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In the new window that opens, enter your username, and password, then click
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Then add template(s) and fill out the following fields:
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Title
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Choose in which area the template should be available (Candidate, Onboarding, Employee)
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Choose whether the user must be identified before signing (No, NemID, Two Factor Verification)
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Select the signing method (NemID, Stylus or Other)
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Choose whether to send a receipt to the user (No, Receipt incl. document, Receipt without document)
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Choose whether the document should be password protected (No, Encrypted, Password)
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Choose whether all documents can be signed at once
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Set up the invitation message and choose from the following options:
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Whether the user should be notified by email or SMS
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Whether the user can add comments
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Whether the user can attach documents
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Fill in the reminder message:
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Select the due date of the reminder message
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Choose whether users should be notified every week, every two weeks, every three weeks, or send no multiple notifications
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Choose the final reminder: one day before, two days before, or no reminder
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Choose whether the user should be notified by email or SMS
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Compose the message (useful to use keywords)
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Create a receipt message: Choose whether the user should be notified by email or SMS and compose the message.
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Complete the Signees section:
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Select which signees to include
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Choose whether the recipients should sign one by one (in the above order)
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Choose if the signees can be modified before sending
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Set up access for which departments, users, and roles should have access to the template.
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Complete by clicking . The integration is now activated and you can start sending documents to be signed digitally.
Note
Templates can be modified/added later on by clicking on . When sending documents for signing this can only be done with PDF files.
If you want to add notes to a contract, for either an employee or candidate, this can be done by setting up a document export.
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Go to ++.
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Tap and select as export type.
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Give the export an internal description and select the area Employee, Candidate, or Onboarding.
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Upload the desired document by clicking Upload file.
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Enable Export file as PDF’ if needed, and/or enable Export into personal documents’ and select the destination folder under the employee profile.
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Under Export data select , choose or and optionally fill in the Title field. Finish by clicking .
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Go to the module, select the relevant job, and select the desired candidate under . Tap the burger icon and click .
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Select the desired export file and add the note to the document if needed.
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Finish by clicking .
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Once the export has been generated, download it via . The document can also be found under the candidate’s .
To change the Addo Sign connection, click on , enter the login details, and click .
If errors occur, please contact your Addo Sign contact.
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Q: Is it possible to attach an additional file, for instance a letter containing information, when sending the contract that requires signature?
A: No, Addo Sign's Receipt Message comes directly from Addo Sign and not from Emply People. That is why the same key words as we know them from the message templates are not available. A solution could be to paste a link to a website or a document that you wish to send to the receiver.
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Q: There is a function to add "receiver of copy" in Addo Sign. Is this also possible in Emply People?
A: Using the template the user has access to in Emply People to sign documents, you can manually add an additional receiver. This must be done each time.
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Q: In Addo Sign, I can choose the notification to be sent through a CPR number rather than e-mail, so the documents that require signature are received in E-boks. Is this possible to do in Emply People?
No, it is not possible to send documents that require signature to an E-boks from Emply People.
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Q: The Addo Sign integration is connected but the platform does not have the HR-module. How should this be handled?
A: The contracts normally end up in the HR module followed by signature. However, if this module is not part of the platform, the signed contract will only be visible in Addo Sign. Afterwards, they can be uploaded to the onboarding profile or the candidate profile if the contract is to be preserved in Emply People.
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Q: Does a note field/appendix function exist in Emply People, where I can note something down that does not necessarily need to be visible in the employee's contract?
A: There is no such field or function in Emply People that can directly add, for instance, the candidate's or employee's documents. However, you can create a document for the purpose of exporting, where these notes can be added. You can read more about this in the setup guide for Addo Sign.
Cause of error
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Issue: During signature of a contract in Emply People, the following error occurs:
A: We do not support signature forms that include SMS. The integration will always use the immediately available template when communicating between Addo Sign and Emply People. Therefore, it is important that the user utilized for sending documents that require signature does not have access to SMS‑based signature forms, so it does not automatically select the first available signature template. This can be solved either by removing the SMS template or ensuring that the user does not have access to this template in Visma.
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Issue: During signature of a contract in Emply People, the following error occurs:
A: This means you do not have enough credits to sign documents in the Addo Sign account. You must go to your Addo Sign account and buy more credits.
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Issue: During signature of a document in Emply People, the following error occurs:
A: This can be due to an error in the connection to the Addo Sign integration and it can be restored by deactivating the integration and reactivating it again afterwards.