Visma Sign & electronic signatures
In this section, you will learn about Visma Sign integration and electronic signing in GEST. You will learn how to send documents for signature, manage contract filing, and track the progress of the signature process.
Personnel management
The information collected through the form is managed on the person group homepage. This section will walk you through how you can handle personal data, utilize statuses and tags, send emails and text messages, and target products to individuals or larger groups.
Documents
You can use GEST to create various documents for groups of people, such as contracts, information materials, certificates, name tags or coupons. This section will cover creating document templates, utilizing placeholders based on form data, and sending documents to recipients electronically or for signature.
Payment features
This section will walk you through setting up and managing GEST's payment functionality. You will learn how to define the products you want to sell, select the appropriate payment methods, send payment links, and track payment transactions. It will also explain how to add products to people and how to edit payment messages and receipts.
Follow-up
This section will walk you through using post-fill. You will learn how to ask registrants to complete or update their information, define editable fields, and send personalized post-fill links via email.
External communication
This section will walk you through GEST's external communication tools. You will learn how to create and manage email templates, utilize personal links to different functions, and send emails and text messages to individuals, groups, or limited target groups. You will also learn how to target communications and filter recipients in different situations.
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