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Using Addo Sign

This is a collection for the use of Addo Sign

64 articles
Overview

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

Why can’t I see my transaction?
Transaction statusThis article explains the different status messages used in Addo, so you can better track your signing processes.
Transaction LogThe transaction Log can be accessed from the individual transaction view under the “Overview” tab.
Resend notification to signerHas the signer still not signed your sent documents? This article explains how to resend a notification to the signer.
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.
Reactivate transactionIf your transaction failed or expired less than 10 days ago, you can reactivate it.
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.
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.
Activity log in OverviewThe guide below shows how to find the activity log of a transaction from the Overview.
Finalization e-mailsReminder e-mails for downloading your signed documents
Edit witness e-mail accountIt is now possible to edit witness email accounts upon customer request.
Edit Signers emailThis article explains what to do when a transaction fails due to an incorrect signer email.
Download a CSV File of All Transactions
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.
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.
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 authentication and signing methodHow to find a transaction and change the identification or signing method for a signer, without needing to resend a notification.
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.
How to edit the signing details of a transaction
Error Messages in the Transaction LogThis article describes the most common error messages and provides guidance on how to troubleshoot them.
Name and Address Protected SignerThis article explains why Addo displays a warning for name and address protected signers, and what actions both sender and signer can take.
How to locate a Transaction using a Reference numberA reference number is a unique identifier assigned to a transaction. You can use this number to trace your transactions.
Signing

How to send your document for signing

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

This collection is about setting up Addo Sign

Settings in Addo SignGet a short overview and purpose of the general settings in Addo Sign.
How to manage your Account overviewUse the Account Overview section in Settings to update account details, add payment methods, monitor credit usage, and review general terms.
Addo VaultAddo Vault stores all signed documents in one secure place—no more manual saving or scattered file storage.
How to manage users and groupsCreate and manage users and groups, assign roles, and control access to features, templates, and group settings.
How to use the address bookUse this guide to add your employees to the address book in Addo Sign for quick and easy access to internal contacts.
How to set up and manage integrationsSet up and manage Addo Sign integrations like e-Boks, Google Drive, and more to streamline document return and signing workflows.
How to set up Web HooksSet up Web Hooks to receive real-time status updates from Addo Sign — no need to poll the API, changes trigger auto-callbacks.
Security settingsAdmins can edit password rules and 2FA in Addo Sign for all users. Options include standard or high security and 2FA toggle.
Customize Your Design SettingsCustomize your account and template design in Addo Sign with your company’s colors and logo for a consistent, branded experience.
Sub-accountsUse sub-accounts in Addo Sign to divide your company by department, control access, and customize billing and branding.
Shared e-mail address integrationAutomatically send signed documents to a shared email. Set it up once, link to a template, and simplify your team’s access.
Buy CreditsLearn what Addo Sign credits are, how they work, and how administrators can buy credit packages directly through account settings.