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.
...
| Info |
|---|
Only questionnaires which are approved in the review process are available for signing. Find out more here:Review process |
1. Go to the request of interest
2. Click the checkbox(es) next to the counterparty name(s)
3. Click on Request signature
...
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.
...
5. Click on Request signature
6. Signee(s) will receive email with a completion flow on DocuSign
...
| Info |
|---|
You will receive a notification when the signee(s) have signed the questionnaire. Find out more here: When a counterparty has signed your questionnaire |
...