When you start using Visma Sign in your organization account, we recommend that you first verify the following things to make your startup smoother:
- First, create different folders for your documents. You can create folders in the Documents -section. You will need folders when you want to create user groups with restricted right to the account.
- Next, create different user groups to the account, to which you will always give access to one or more folders. You can create user groups in Settings - Users - Add new group.
- Once the groups have been created, add users to the organization account. Remember to choose which group you want to put them in. To add new users, go to Settings - Users - Add new user.
- Add a logo to the organization account that will appear on the signature invitations created from the organization account. You can add the logo in Settings - Organization info. The logo must be a JPG, PNG or GIF image file up to half a megabyte in size.
- Define the allowed signature methods: can the inviter create invitations with strong authentication or light signature? Or perhaps both? Go to Settings - Organization info - Invitation settings and specify whether both methods can be used and which one is used by default.
Acknowledgment messages related to organization account documents are sent to the document creator’s email address, as specified in their profile on the organization account. By default, this address is the same as the email address used as the username. Acknowledgment messages include notifications that signatures have been added to the invitations you sent.
If you want to change the email address, you can do so with admin rights in Settings > Users. If you do not have admin rights, please ask the account admin to make the change for you.
It is recommended to add as users the persons who:
- Send invitations from the organization's account
- Manage the organization account's documents
- Sign the organization's documents
What is the difference between strong authentication and light signature? Read more here.
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