In this step, you set up the basic information and archiving for the form.

  1. Enter a Title for the form (required, maximum 255 characters).

  2. If needed, add a formatted Form description (maximum 2,000 characters), which will be shown to the person filling out the form.

  3. Select a Visma Sign folder (required) where completed, signed documents will be archived. You can only select folders to which you have write permissions.

  4. Set the Form language (English, Finnish, Norwegian, or Swedish). This determines the language of the buttons and instructions displayed to the form filler.

  5. Enter the Representative email (required), which will act as the recipient for signing invitations and notifications.

  6. Toggle Notification for each signature on or off as needed.

  7. If desired, write an Internal description (maximum 2,000 characters), which is visible only in your organization’s admin view.

  8. Proceed to the next step by clicking Next.


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