How to Set Up Visma HR as a Sender Distribution Method
Haven’t set up the integration or updated your templates yet? Follow this guide to configure Visma HR as a sender distribution method.
📤 Sending Documents to Visma HR
Once the integration is active and the templates are set up, follow these steps to send documents:
Go to the Send page in Addo Sign:
Select a template that includes the Visma HR integration.
Add the required documents, recipients, and other relevant details for the transaction.
🔢 Enter the Employee Number
Just before completing the transaction, a pop-up will appear asking for the Employee Number (no.):
Enter the employee number of the person the documents should be stored under in Visma HR. Then, click Continue to proceed.
You can pre-fill this field if you know the next available number.
⚠️Important: Make sure the number is already registered in Visma HR before sending.
📁 What Happens Next?
Once the transaction is completed, the signed documents are delivered to the selected employee's record in Visma HR.
They will appear under the document category configured in your integration settings.
Note: You can change the document category later directly in Visma HR, if needed.