Jovita Mogulevičiūtė

If you have multiple counterparties in a request it can be helpful to keep track of who you have finished collecting information from and who are still in progress. Hence it’s possible to add a Con...

Specify who you would like to ask information from.1. When creating a request, click the + button next to the Counterparties field or ‘Click to add counterparties’2. Select counterparties you would...

This article walks you through how to integrate your own DocuSign account with the Avallone platform—starting with the DocuSign demo (sandbox) environment and eventually moving to the production en...

You can re-invite a user if the registration link has expired or was lost.1. Go to Settings -> Users2. Click on Re-invite to the user you want to re-inviteRe-invite a user  

2FA plays an essential part to web security because it immediately neutralizes the risks that come with compromised passwords. If a password is hacked, guessed, or even phished, the intruder no lon...

The video below demonstrates how Avallone AI can help you streamline the process of responding to questionnaires. The AI assists by suggesting relevant data for your responses, helping you save tim...

The Tax Haven country list is based on the following: EU list of non-cooperative jurisdictions for tax purposes - Consilium Corporate tax haven index - countries marked are the score of a 100 CTH ...

The following example lets you sync a company, officer, and related them using a role.PUT https://api.avallone.io/v1/sync Authorization: Bearer <token> Content-Type: application/json { "companies"...

Avallone sends an email notification when a counterparty has received and downloaded your shared KYC package as part of the KYC Responder and Sharing. The person who shares the KYC package will rec...