⚠️ You need an Addo Sign account with administrator access to set up the integration.
About the IMS Case integration
IMS Case by Visma is an electronic case and document management system, also known as an ESDH system. It is used to manage documents and cases in public and private organisations.
The Addo Sign integration is useful when documents need one or more signatures before they are archived in IMS Case. This includes contracts, approvals, board minutes, and other documents that are part of a structured case workflow.
Before you start
Before you set up the IMS Case integration, make sure you have:
Administrator access in Addo Sign
Access to the IMS Case account you want to connect
Your IMS Case tenant ID
The username and password for the IMS Case account
At least one Addo Sign template that should use IMS Case as a sender distribution method
Set up the IMS Case integration
Go to Settings (⚙️) → Integrations.
Find IMS Case in the list of available integrations and click the integration tile:
Enter the required account information in the configuration window:
Integration name: Enter a custom name for the integration. This is optional and only used as an internal reference.
Tenant: Enter your tenant ID. The domain ending
.imscase.dkis added automatically.
Username: Enter the username for your IMS Case account.
Password: Enter the password for your IMS Case account. You can show or hide the password while entering it.
Click Validate to confirm that the credentials are correct.
Choose how to select a case
After you have validated the integration, choose how cases should be selected when documents are sent for signing.
You can choose between two options:
Option 1: Select a case when creating a signing
Use this option if the case should be selected each time a document is sent for signing.
This is the most common option, because most transactions only require one document flow.
When this option is enabled, Addo Sign will ask you to select a case each time you create a signing.
Option 2: Use a predefined case
Use this option if the same signing flow should always be connected to the same case.
Select the case you want to use from the list, then click Save.
To disconnect the integration, click Terminate integration:
Enable IMS Case on a template
After the IMS Case integration has been set up, you need to enable it on the templates that should archive signed documents in IMS Case.
Go to Settings (⚙️) → Templates.
Choose an existing template, or click Create new to create a new template:
Scroll down to Sender Distribution Methods, and select *IMS Case:
Scroll to the bottom of the page and click Save.
*Only one sender distribution method can be selected for each template.
Repeat these steps for each template that should use the IMS Case integration.
⚠️ If IMS Case is used on one or more templates, Addo Sign may show which templates will be affected before the integration is terminated. If IMS Case is the only sender distribution method on a template, the template distribution method will be set to Email.
Send documents with IMS Case
When IMS Case has been enabled on the relevant template, you can use the template to send documents for signing.
Go to Send in Addo Sign.
Select the template where IMS Case is enabled as the sender distribution method:
Add one or more signers.
Add the document or documents that should be signed.
Review the signing flow and notification texts.
Click Send.
Choose where to archive the documents
Depending on how the integration was configured, you may be asked to choose where the signed documents should be archived in IMS Case:
When prompted:
Choose the IMS case id you want to use.
Click Save.
Additional notes:
You will only be asked to choose a case if you selected Prompt user to select case during signing creation during the integration setup.
If you selected Please select and use case from the list below during the integration setup, the signing request is sent immediately when you click Send, because the case used for archiving has already been predefined.
Once you click Save, the signing request is sent:
What happens after signing?
When all required parties have signed, the signed documents are automatically archived in IMS Case.
The documents are connected to the IMS Case case selected either during signing creation or during the integration setup, depending on how the integration was configured.
If the documents are not archived in IMS Case
If the signed documents are not archived in IMS Case as expected, check that:
The IMS Case integration is active in Addo Sign
The template used for the transaction has IMS Case selected under Sender Distribution Methods
The correct IMS Case case was selected or predefined
The signing transaction has been completed by all required parties
The IMS Case credentials used for the integration are still valid