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.
Only questionnaires which are approved in the review process are available for signing.
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
You will receive a notification when the signee(s) have signed the questionnaire.
Find out more here: When a counterparty has signed your questionnaire
Related topics:
Need more help?
Contact us on support@avallone.io and we will get in contact with you as fast as possible.