How do I enable different service connections?

You can use the Visma sign service from other applications or online services by selecting Settings > Integrations. The admin must give the external application permission to use the organization’s Visma sign account. The most commonly used application is the Visma sign Forms online form service.

When the organization enables a connection between an external application and the Visma sign service:

1. All organization admins receive an email request to go and accept the integration.
2. Login to the Visma sign service as an admin.
3. Accept the application request.

After acceptance, the external application can:

• create signature invitations
• retrieve the status of documents
• retrieve signed documents

Integrations are located in Settings > Integrations.

You can close an integration when needed with the cancel button next to it, for example when the organization stops using an external application.

Frequently asked questions

Question: Who must accept the use of an external application on the Visma sign account?
Answer: The organization’s admin must give the external application permission to use the organization’s Visma sign account.

Question: Where can I find integrations in the Visma sign service?
Answer: Integrations are located in Settings > Integrations.

Question: What can an external application do after the application request has been accepted?
Answer: The external application can create signature invitations, retrieve the status of documents and retrieve signed documents.

Question: How do I close an integration when the use of the external application is discontinued?
Answer: You can close an integration with the cancel button next to it.

Keywords

Visma sign, integrations, external application, online service, Visma sign Forms, admin, application request, signature invitation, document status, signed documents, cancel button

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