Introducing the IMS Case integration
⚠️You’ll need an Addo Sign account with administrator access to make the changes described in this article.
IMS Case by Visma is an electronic case and document management solution (ESDH system) designed for managing documents and cases in both public and private organisations.
It supports efficient document handling, journalising, and process management, making it particularly useful for schools, institutions, and organisations that handle structured case workflows.
The integration with Addo Sign is especially useful for managing contracts, approvals, board minutes, and other documents that require one or more signatures.
How to Setup the IMS Case integration
Go to the Settings menu.
On the left side of your screen, select Integrations.
Under Add more integrations, locate IMS Case (as shown in the picture above) and click the icon
When you click the IMS Case icon, a configuration window will appear. In this window, you can set up the integration by entering the required account information::
Integration name (optional): Enter a custom name for the integration if you wish. This is only for internal reference.
Tenant: Enter your tenant ID. The domain ending .imscase.dk is added automatically.
Username: Enter the username associated with your IMS Case account.
Password: Enter the corresponding password. You can toggle the visibility of the password if needed.
Once all fields are completed, click Validate to confirm that the credentials are correct.
When do you prefer to select case?
You now have two (2) options to choose from:
1) Prompt user to select case during signing creation:
This option is the most commonly used, as most transactions typically require only a single document flow.
When this option is enabled, you will be asked to select a case each time you send out a document for signing.
However, occasionally you might need to reuse the exact same signing flow more than once. This leads us to the second option.
2) Please select and use case from the list below:
Select the case you wish to apply, then click Save once you are done. Should you need to terminate the integration, simply click Terminate integration:
How to apply IMS Case as Sender Distribution method
Once you are done setting up the integration, head over to the Templates section to apply IMS Case as a Sender Distribution method.
Choose an existing template or click Create new to create a new template:
Next, scroll down to the Sender Distribution section and select which integration you want to apply:
Note: This distribution method allows only one selection.
Once selected, go to the bottom of the page and click Save:
✅ IMS Case is now ready to use
We been through :
The introduction
How to setup and manage the integration
How to apply the integration as a Sender Distribution method
Now, let us try to put it to use!
How to create a new signing using IMS Case
First, select the appropriate Template, as shown below:
Proceed by adding one or more signers:
Next, select the document(s) you need signed:
Once you are ready, go to the bottom of the page and click Send:
You will now be prompted to select which case (IMS case ID) will be used for the signing flow.
Note: You will only be prompted to select a case if you have chosen Prompt user to select case during signing creation during the integration setup process.
By choosing Please select and use case from the list below, your signing request will be sent immediately when you click Send at the bottom of the page.
Finally, click Save to conclude the process.
⚠️Once you click Save, your signing request will be on its way.
