Avallone seamlessly integrates with DocuSign as a part of the KYC Collector. This means that you can request signatures without leaving the Hub, directly from the Signatures tab.
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2. Click the checkbox(es) next to the counterparty name(s)
3. Click on Request signature
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4. Select signee(s) and due date. Avallone recommends to include a personal message in the email which the signee(s) receive. You can also add people in CC to receive a copy of the email.
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5. Click on Request signature
6. Signee(s) will receive email with a completion flow on DocuSign
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You will receive a notification when the signee(s) have signed the questionnaire. Find out more here: When a counterparty has signed your questionnaire |
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