⚠️ You need an Addo Sign account with administrator access to set up the integration.
About the IMS Case integration
IMS Case by Visma is an electronic case and document management system, also known as an ESDH system. It is used to manage documents and cases in public and private organisations.
The Addo Sign integration is useful when documents need one or more signatures before they are archived in IMS Case. This includes contracts, approvals, board minutes, and other documents that are part of a structured case workflow.
Set up the IMS Case integration
Go to Settings (⚙️).
Select Integrations in the menu on the left.
Under Add more integrations, find IMS Case and click the icon.
Enter the required account information in the configuration window:
Integration name: Enter a custom name for the integration. This is optional and only used as an internal reference.
Tenant: Enter your tenant ID. The domain ending
.imscase.dkis added automatically.
Username: Enter the username for your IMS Case account.
Password: Enter the password for your IMS Case account. You can show or hide the password while entering it.
Click Validate to confirm that the credentials are correct.
Choose how to select a case
After you have validated the integration, choose how cases should be selected when documents are sent for signing.
You can choose between two options:
Option 1: Select a case when creating a signing
Use this option if the case should be selected each time a document is sent for signing.
This is the most common option, because most transactions only require one document flow.
When this option is enabled, Addo Sign will ask you to select a case each time you create a signing.
Option 2: Use a predefined case
Use this option if the same signing flow should always be connected to the same case.
Select the case you want to use from the list, then click Save.
To disconnect the integration, 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.
