The first steps

Congratulations on being able to make your processes and signatures more efficient and automated from now on. Less manual work for you!

Let us set up your Addo Sign account so that it best reflects your business and you can start using all the smart features.

In this article, we'll go over the most important first steps for setting up your account - your account details, how to insert your logo, organize users, and get your first template ready. Note that only an administrator on the account can make these changes.

4 steps for setting up your account
Step 1. Your account information
Step 2. Insert your logo
Step 3. Organize users
Step 4. Get your first template ready

 

First things first - your account information

It is a good idea to fill in your account information first. Addo Sign will use your information when you send a document to the signer so they can see who it is from.

To change your account details, go to the settings and the "Account overview" tab. Here you can fill in/edit the information you want.

1. Press the settings-gear in the upper right corner
2. Select the "Account Overview" tab
3. Fill in the selected fields
4. Press "Save"
5. Then decide on your GDPR settings. 

 

Insert your logo

Your customers know you by your logo, so to personalize the documents you send for signing, we recommend uploading your logo.

You can add your logo and colour by going to the settings and the tab called "Design".

1. Press the blue settings-gear in the upper right corner. It's to the left of your name
2. A menu will appear on the left side. Press "Design"
3. Here you can start by uploading your logo. Press "Browse" and select the logo to upload
4. To create even greater recognizability for your customers, you can customize the colour to match your logo/business. This is the colour used in the emails sent out through Addo.
5. Press "Save" to save your changes

Below is an example of what it looks like when you receive an email from Addo Sign:

 

Organize users

Maybe it's just you who will be using Addo, but often there are several people within the same company who uses Addo. We call them "Users" in Addo and you can create all the users you want. Below, we explain how.

First of all, it is important to understand that a user may have different rights in Addo. With rights, we mean that different users can have either full access to Addo's features or more restricted access. These are divided into standard, group administrator and administrator. You can read more about the specifications for the different user types here.

• Quite simply, administrators have full access to Addo. They have the full overview of which documents have been sent out for signing and can control the settings for the main account.
• Group administrators have a complete overview of their group. If you are a group administrator in an HR group, you can only see which documents have been sent for signature in the HR group.
• Standard users can only send and view their own documents for signature. They can use templates created by their administrator/group administrator for their specific group.

It can be a good idea to get an overview of what rights the different employees should have in Addo, so you can set it up from the start. When you're ready to create users, simply go into settings and under the "Users" tab. Here you can choose to add new users by pressing the green button.

1. Press the settings-gear in the top right corner
2. Select "Users" in the menu on the left
3. Select "Add new user"

 

Here you create your employees in Addo. They do not need to create accounts individually, it can be done from the main account. Here, the employee's name, email and role must be filled in as a minimum. You will also need to choose their role and language. They will then receive an email with login instructions.

1. Fill in information for the user - minimum name, email and role
2. Press "Save"

The first user is created!

 

Create groups for your departments

Maybe your company has different departments that need to use Addo but to different extents. It may be that your HR department must send employment contracts, Sales must send purchase agreements and conditions, and Accounting must send payslips and obtain signatures on expenses from both managers and employees. There may be no reason why the staff in HR have access to the Sales Department's signing processes, and therefore it is advantageous to divide into groups in Addo.

You can add groups by going into the settings under the "Users" tab. If you scroll down the page, you'll find "Groups" and a green "Add new group" button.

1. Press the gear in the top right corner (settings)
2. Select the "Users" tab in the menu on the left
3. Scroll down the page to find "Groups"
4. Press "Add new group"

 

A pop-up window will appear where you can fill in information about the group you want to create.

1. Fill in the name of the group
2. Create a description of the group
3. Press "Save" to save the new group

The group is now created! Easy peasy. You can continue in the same way, for all the departments and groups you need. And fear not - you will be explained how to divide your employees into the different groups below.

 

Divide employees into groups

Once your employees have been created as users in Addo, and the various groups have been created, you can easily start sending them to the right groups.

To do this, go to Settings and select the "Users" tab in the left-hand menu. Here you select the users that should be in the same group by checking the box to the left of their name, and then which group they should be added to.

1. Press the gear in the top right corner (settings)
2. Select the "Users" tab in the menu on the left
3. Select the users you want to add to a group
4. Press "Add selected users to"
5. Select the group you want to move users to
6. Press "Add"

 

As you scroll down the page, you can see your groups. Select the group you have added your employees to. A pop-up box will appear where you can see all the employees you have added. You can change an employee's rights in the group by clicking on the box next to the "Role" column. Here you can choose between group administrator or member. Member is the same as a standard user.

1. Tap on the group you want to see more information about
2. Tap the role field of the user you want to change rights for
3. Select the correct role from the roll-down list that appears
4. Press "Save" to save the group's new settings

 

Now your users and groups are set up ready to use Addo! Finally, we recommend that you set up your first template. This will also make you more comfortable using Addo.

 

Get your first template ready

One of the best things about Addo is that it is highly efficient and saves you, your employees and your customers a huge amount of time. If you need to send several documents of the same type for signature - e.g. employment contracts - you can make a template for what it should look like every time.

To view and add templates, tap the settings-gear again at the top right corner. In the menu, select "Templates".

1. Press the gear in the top right corner (settings)
2. Select "Templates" from the menu on the left
3. Here you can get an overview of your templates for both document signing, secure file transfer and Addo Forms. For this review, we look at templates for document signing, but you can read a lot more about Addo Forms here, and secure file transfer here
4. Next to "Create new:" you have the option to create templates for resp. document signing, secure file transfer and Addo Forms. Click "Document Signing Template" and follow this guide to creating a new template.