Jovita Mogulevičiūtė

Avallone seamlessly integrates with DocuSign, for both the KYC Collector and KYC Responder.  This means that you can request signatures without leaving the Hub, directly from the Signatures tab. ℹ️...

To create a new Collector request template and use a template for a request, please follow the steps below.Creating a new Collector request template1. Start by Creating a request, see more here: Cr...

Improve the sharing experience by white-labeling your notifications.Learn how to customize your KYC shares by white-labeling the emails that your third parties receive with your company logo and de...

Users can sign into Avallone using Single Sign-On.How SSO works in AvalloneSingle Sign-On lets your team access Avallone using your organization's existing identity provider (IdP) — for example Mic...

Avallone lets you add personal information to your account which is displayed to your colleagues when collaborating on a KYC request.1. Click on your initials in the bottom tool bar.2. Click on Per...

Examples on officer synchronization.Configure the roleRoles can be configured from the Officer Roles Settings page:Create relation to the companyNow you can use a payload with the name of the role ...

Avallone will send an email when a questionnaire has been digitized in the system for you to fill out and share with the third party. The person who created the KYC Responder case will receive the ...

Share officer information such as their addresses, passports, and tax data to your counterparties.1. Go to Officers and select officers who you would like to share information with.ℹ️Alternatively,...

Simple ownership and control structure with direct and indirect ownership and two ownersIn this case, two individuals are owning the company. Owner 1 with 50 % direct ownership and owner 2 with 50%...