Settings
This collection is about setting up Addo Sign
19 articles
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.
Templates
Articles regarding templates
Template for document signingUse this step-by-step guide to build a signing template in Addo Sign. Click sections to learn more about each feature.
Template for Secure File TransferUse this step-by-step guide to build a secure file transfer template in Addo Sign. Click sections to learn more about each feature.
Template for Form SigningUse this step-by-step guide to build a Form signing template in Addo Sign. Click sections to learn more about each feature.
How to approve all attachments at onceThis feature allows recipients to approve all attachments at once
How to move templatesIf a template is created in the wrong group, it is possible to move it to another group.
How to Move a Template in SettingsMove or rearrange templates between and within groups in Addo Sign quickly and easily via Settings.
How to Enable and Place SignaturesLearn how to enable and place signatures anywhere in your Addo document for a customized signing experience.