Sending invitations from Visma Sign can be made easier with three settings: invitation templates, message templates, and recipient groups -lists.
Administrators can create the aforementioned ready-made setting templates, which are available to users of the company account.
Invitation Templates
It is possible to set the desired settings as default for invitation templates, which can speed up and simplify the invitation sending process. An invitation template is thus a so-called setting template.
Invitation templates can be created in the company settings under settings -> organization info -> invitation templates -> create a new invitation template. Invitation templates can always be created for each user group.
A ready-made invitation template can be utilized in the invitation sending view from the top left corner of the page.
Message Templates
It is possible to add your own text to the signature invitation, which is included in the invitation message. These texts are called message templates.
If you want to create a ready-made text, you can do so under Settings > Message Templates > Message Templates.
Recipient groups -lists
The recipient groups -lists allow you to store signers' email addresses and other contact details in advance, so you don’t have to enter the same information repeatedly. Recipient groups -lists make the creation of invitations smoother and save time, especially when you frequently send documents to the same people for signature.
These lists can be created in the company settings as follows:
Settings > Message templates > Recipient groups > Add recipient group.
You can also add your own contact details to the mailing list, which is useful if you often act as a signer yourself. The recipient groups -list allows you to add signers to the invitation at once by using the "Load recipient group" function during the invitation creation process.
Can drafts be saved or invitations scheduled in Visma Sign?
Unfortunately, Visma Sign currently does not have functionality that allows saving document drafts or scheduling invitations for a later time.
This article has been translated using an AI-based translation tool.
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