How do I speed up sending invitations with preset settings? : Visma Sign

Sending signature invitations can be made easier with three settings: invitation templates, message templates, and recipient groups.

Admins 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 > Add 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.

Recipient groups

Recipient groups allow you to store signers' email addresses and other contact information in advance, so you don’t have to enter the same information repeatedly. Recipient groups make the creation of invitations smoother and save time, especially when you frequently send documents to the same people for signature.

Recipient groups can be created in the company settings as follows:

Settings > Message templates > Recipient groups > Add recipient group. On the same page, you can also view all previously created recipient groups and edit or delete them as needed.

You can also add your own contact information to the recipient group, which is useful if you often act as a signer yourself. The recipient group 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 date.

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.

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