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Using Addo Sign

This is a collection for the use of Addo Sign

39 articles
Signing

How to send your document for signing

How to send your document for signingThis article walks you through the basic steps you need to follow to send your document for signing.
NotificationThis article describes the different notification options you can offer to the signers of your documents.
Authenticating signersThis article describes how to choose a specific method for identifying the signatory using authentication.
Authentication MethodsThis article highlights the authentication methods that are available to you in Addo Sign.
Signing methodsThis article walk you through the signing methods that a sender can offer to a signer.
Choose signing methodThis article reviews the different methods that a signer can use to sign a document.
Signers CopyThe article goes through the options for forwarding receipts and copies of the signed documents to the signing party.
Receipt for signed documentThis article lists the sending methods available.
Copy of sent documentThis article outlines the options for sending a copy of a signed document.
Additional Settings: Edit signing settingsThis article explains the settings available when creating a signing.
Message to signersThis article describes the options available for attaching a message to the signer.
Template: Deadline and reminderThis template is used when the recipient needs to be informed of the deadline for signing a document.
Template: Invitation
Template: ReceiptUse this function to confirm that the signer’s signature has been received.
Recipients of copyNeed to send signed documents to yourself or a third party? This article shows you how.
Overview

Find all resources and guides related to using the Overview tab in Addo Sign.

Activity log in OverviewThe guide below shows how to find the activity log of a transaction from the Overview.
Cancel a transactionThis article describes how to cancel a transaction, what happens when you do, and how to copy it for resending with updated information.
Change authentication and signing methodHow to find a transaction and change the identification or signing method for a signer, without needing to resend a notification.
Change the expiration date of a transactionThis article describes how to change the expiration date of a "started" transaction via the Signing Details menu in the overview.
Change the recipient of a sent transactionThis article explains which recipient details can be changed, how to make those changes, and what to be aware of.
Copy a transactionThis article explains how to copy a transaction, what settings are reused, who can copy, and limitations such as the 10-day expiry rule.
Download a CSV File of All Transactions
Edit Signers emailThis article explains what to do when a transaction fails due to an incorrect signer email.
Edit witness e-mail accountIt is now possible to edit witness email accounts upon customer request.
Finalization e-mailsReminder e-mails for downloading your signed documents
How to Navigate the Overview Tab in Addo SignThe Overview tab in Addo Sign gives you a clear view of all your documents and helps you manage ongoing transactions.
Information is "starred out" from overviewThis article explains why data is starred out in Addo Sign and outlines the three GDPR anonymization settings you can choose from.
Reactivate transactionIf your transaction failed or expired less than 10 days ago, you can reactivate it.
Reactivate TransactionThis article explains how to reactivate an expired transaction in Addo Sign to extend the deadline and notify remaining signers.
Recipient Cannot Find the EmailThis article explains how to manually retrieve and send a signing link from Addo Sign if the recipient can't find the original email.
Resend notification to signerHas the signer still not signed your sent documents? This article explains how to resend a notification to the signer.
Transaction LogThe transaction Log can be accessed from the individual transaction view under the “Overview” tab.
Transaction statusThis article explains the different status messages used in Addo, so you can better track your signing processes.
Why can’t I see my transaction?
Additional

This collection outlines additional ressources that are relevant in multiple areas.

Language SettingsHow to Change Language Settings in Addo Sign