After you have built the structure for a new form, proceed to Contact tab.
Select whether you want a copy of the completed and signed forms to be sent as email attachment to your organizational email address. If you want a copy, add the address. All signed forms will be saved to your company Visma Sign account Archive.
If you want to send a copy of the signed form as email attachment to signer, select the option on the form's email field. A copy will be placed in signer's personal Visma Sign account Archive, and can be later retrieved by registering to Visma Sign as private person (free of charge). If you select to use standard or modified "signing successful" message, there is a download link available after signing. If you choose to direct the signer to a custom web address (URL), there is no link.
Especially for consumer services you must provide a copy to the signer, one way or other. Providing the download link, sending a copy via email and being able to retrieve the copy after registering to Visma Sign provide a suitable way in most cases.
If the form contains sensitive personal or business information, email is not appropriate for delivering a copy. Please use one of the above options or provide a copy via some other secure means.
Choose your company from the dropdown list. The list may include only a single company, or there may be many depending on your access to multiple companies' Visma Sign accounts. The selected account will retain a copy of the signed form in it's Visma Sign Archive, and also pay for the successful signing.
When you have made your selections and chosen the company, proceed.
If your company has not yet activated Visma Sign, you will see a message prompting to do it now. Please see in more detail in Activation of Visma Sign Forms article.
After first time activation, you can proceed directly to Settings tab.
Choose a folder from your company's Visma Sign account for saving signed forms. If you want to create a new folder for your new form, switch back to Sign main page. Go to Archive and select Create folder. Typically is is good form to save forms to separate folders rather than in the root of your Visma Sign Archive. Folders can have separate permissions for user groups as defined by your admin.
You can add a logo to the form. Select the logo file and position (top left, top center or top right). The logo is visible when filling the form, and is also placed on the signed document file.
Select whether you want to display a standard message or a custom message after successful signing. Along the messages is a download link which the signer can use to download a copy of the signed form as a PDF file. The file is also available in the signer's Visma Sign account (registration free of charge). If you selected delivering an email copy to the signer, a copy will be automatically sent.
The third option is to direct the signer to a web address (URL) after successful signing. Copy the address carefully from your browser address bar or other source, as any errors in the address will leave the signer stranded. Please note that the download link is not available if you choose to direct to user, and you need to arrange delivery in some other way.
You can also make similar selections for failed signature.
The signature can fail if:
- the signer aborts identification in bank ID or mobile ID screen
- the signer mistypes banking codes or mobile pin
- there is an technical error in bank ID or mobile ID
- the signer does not complete the identification or is too slow (typically 10 minutes or more) in providing the codes
Once all settings are complete, select Save. You will be transferred to Publish tab, and an email with form information, form modification link and publishing link will be sent to your address.