Company settings can be modified with admin rights. The settings page is divided into five sections: organization info, users, message templates, integrations, and subscriptions. Below is a brief overview of what settings you can edit on each tab.
Organization info
On the organization info tab, you can edit the company's basic settings, such as the name, address, e-invoice address, and operator information. The company's business ID cannot be updated by yourself, but it can only be done through Visma Sign's customer support.
From this tab, you can also select the company's signature color by adding it to the "Menu color" section. This color is displayed, among other places, in the top bar of the signature view. The color is defined in RGB format. You can find the correct color code, for example, from the following instructions: HTML Color Picker.
You can upload a company logo by clicking the position chosen for a logo. The logo must be a JPG, PNG, or GIF image file and no more than half a megabyte in size. The logo is displayed to the signer during the signing process. After adding the logo and color, you should check that everything appears as you want them to during the signing process.
Sometimes, for example, a logo should be cropped or a different color chosen to make sure that everything can be seen clearly.
At invitation settings, you can specify which signature methods are allowed on the company account. These settings determine whether the company can use both strong authentication and light signature and which setting is a default on your company's account.
At invitation settings, the admin user can also adjust the default invitation expiration date. The time that is defined here is shown as default when the user is creating an invitation. The expiration date can be 1-180 days. The expiration date of an invitation cannot be changed after the invitation has been sent.
In the invitation templates section, company administrators can create and edit invitation templates to speed up the sending of invitations.
Users
On the users tab, you will find a list of all the users as well as all user groups created for the company account. You can add, edit, and delete new users and user groups.
Message templates
On the message templates tab, you can create ready-made message templates and recipient lists. With message templates, you can easily add the desired message to the invitations being sent, so you don't have to write the message again each time. With recipient lists, you can speed up the addition of signers to invitations and add all signers added to one list at once, noting that a maximum of 50 signers can be on an invitation.
Integrations
Next, you'll find all the existing software connections, as well as the integrations you've set up for your company's account.
Subscriptions
The last tab is for tracking used signatures and changing the service package. On the service packages tab, you can specify the desired time interval and check how many signatures and text messages have been used during that time. The length of the period to be searched can be a maximum of 45 days. You can also switch to another service package by pressing the desired service package and confirming the change.
This article has been translated using an AI-based translation tool.
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