Need a signature for your KYC questionnaires? Do it with Avallone!
Avallone has integrated DocuSign as a part of the KYC Responder. This means that you can request signatures without leaving the Hub, directly from the Signatures tab. Follow the below guide to understand how signatures work in Avallone.
| ℹ️You can only request signatures for questionnaires that have been Completed |
1. Click on Ready to Share in the questionnaire of interest
2. Go to the case of interest and open Signatures tab
3. Click on + Request signature
4. Choose the company for which you need a signature
5. Choose the questionnaire for which you need a signature
6. Add one or more signees
7. Add a due date, personal message in the email, and if anyone else should receive a copy of the email
8. Click on Send for signature
Signature details
9. Signee(s) will receive email with a completion flow on DocuSign
Example of a signature request email