Visma Sign is your best solution for secure digital signing and contract management. With the Visma Sign-Severa integration, you can send documents to be signed directly from Severa to Visma Sign.

Things to consider before starting

• The company must have an existing agreement for using Visma Sign. The integration requires a Professional, Business, or Enterprise package.
• The company must have an existing agreement for using Severa. The integration requires a Business, Platinum, or Enterprise package.
• The Visma Sign add-on must be activated in Severa. The add-on is enabled by default if the customer has an existing agreement for using Visma Sign. Add-ons are managed in Severa from the gear icon > Subscription > Integrations.

Implementation

1. Open the integration settings in Severa from the gear icon > Settings > Integrations > Visma Sign
2. Enter your company's business ID and click Authorize
3. The system will then guide you to complete the authorization in the Visma Sign settings
4. Click Accept to confirm the use of the integration
5. After successful authorization, the integration settings are finalized in Severa

Settings in Severa

1. Navigate through the gear icon to Settings > Integrations > Visma Sign
2. Set your organization's Default Signer
3. Set the Default Folder. This folder is selected by default for signed documents in Visma Sign.
   • Please note that there must be at least one folder created in Visma Sign
   • You can create a new folder in Visma Sign under Documents > Folders > Create New Folder
4. Set the Default Invitation Validity Period
5. Set the Default Language for the invitation
6. Finalize the settings by enabling the integration with the toggle switch > Enable Visma Sign

Signing documents

In Severa, the document signing process can be initiated via the customer or project card. When the integration is active, a Sign Documents button appears in the Files and Links section of both the customer and project card. The signing process is the same for both the customer and project card. While on the customer card, you can optionally link the document to a specific project.

To start the signing process, navigate to the customer or project card, for example, through the left side navigation or by searching for the customer or project via the search bar in the top right corner:

1. Click the Sign Documents button
2. Add the necessary information and files in the window that opens to start the signing process. The following information is required for the signing process:
   • Document name (this name is displayed in the email related to the signing invitation)
   • Document signers
   • Folders in Visma Sign
   • Invitation language (all signers will receive the invitation in the same language)
   • Invitation expiration date
3. Add files
   • You can add a maximum of 10 files
   • You can arrange the files so that the contract and any attachments are in a logical order
   • Files must be in PDF format and their total size must not exceed the given maximum
4. Once all information and files are added, click Send Invitation

Sent documents and their statuses are visible in Severa in the Files and Links section. When a document is unsigned, you can click the document name to download a ZIP file of all files attached to the invitation. When the document is signed, signed invitations can be downloaded as a PDF by clicking the document name. The PDF file includes all document files and signatures.

Canceling an invitation

If a document is first deleted from the Files and Links section in Severa, the invitation is automatically canceled in Visma Sign. If the invitation is first canceled in Visma Sign, the document status in Severa updates to Canceled. Read more about document management and canceling invitations on the Visma Sign support pages.

Document statuses are automatically updated in the background, approximately every 30 minutes.

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