Login to your Visma sign account and select Create form from the menu on the home page. Create a form using the easy Drag & Drop editor. So you won’t need to know anything about coding or have previous experience in creating online forms.
Here is how you create form:
1. Give the form a name. The name is shown on the form, used as the name of the PDF file created when it is signed, and also shown in email messages sent by the service.
2. Please enter a description under the title if you like.
3. Drag and drop the information fields you want from the left-hand side into the form, and edit them as you like. The information fields include, for example, different text fields, a phone number field, a radio button, personal id, etc. Please note that if you want to write your own name and description for a field, you must write it on the line above the field itself. For example, as the creator of the form, you should not write anything in the text field itself, as the person filling in the form will write there.
6. Select Publish if you want to make the form public. Do not select this if you want to save the form and finish and publish it later.
7. You can select whether signed forms are sent to an email address of your choice by selecting “Notify the organization about signatures”.
8. Select an organization in the drop-down menu whose form you are editing.
9. Select from the drop-down menu the folder where completed forms are saved.
10. You can add your organization’s logo or other image element on the form. The logo will be displayed when filling in the form, and saved in the signed documents.
11. Bank authentication may not work within an embedded element with some browsers. Visma sign can open bank authentication outside an embedded object, but this will take the user back to the vismasignforms.com address. You can set a custom return address if you want the user always to return to your own website.
12. You can decide whether the signer will see a standard message or a customized message after a successful signature. A third alternative is to direct the signer after a successful signature to any URL of your choice.
13. The same alternatives are available following a failed signature attempt regarding the message and directing the signer to a website.
14. Select the form’s default country in the top right corner. This selection also determines the form's language.
15. When you have finished the settings, click Save.
All form signature requests always require strong authentication, and therefore forms cannot be signed lightly.
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