MassDraft simplifies the process of creating, managing, and signing large volumes of documents. Whether you need to generate bulk documents or handle complex deals, its intuitive interface streamlines your workflow. This article will help you get started with MassDraft’s key features.
Why Use MassDraft?
MassDraft is designed to save time and improve document consistency by automating bulk document generation and execution. It minimizes manual effort, reduces errors, and ensures seamless collaboration across teams.
Introducing MassDraft
Massdraft enables users to draft, update, and sign documents at scale with ease. For additional support, email help@avvoka.com or contact your Customer Success Manager.
Navigating the Massdraft Interface
MassDraft’s user-friendly layout is designed to help you manage your workflow efficiently. Here’s an overview of the key sections:
Here’s a breakdown of the key sections and their functionalities:
1. Deals: Managing Your Documents
MassDraft caters to two distinct types of Deals, each serving a specific purpose:
Mass Generation Deals: Create multiple documents simultaneously, ideal for large-scale document production.
Mass Generation and DocuSign Deals: Generate documents and execute them using DocuSign for seamless electronic signing.
All the deals you create and have access to are stored in the "Deals" tab, which is organised into four categories:
Active
Completed
Deleted
All
In the Deals tab, you can switch between grid and table views using the icons in the top right corner. To duplicate or delete a deal, click the three-dot menu next to its name.
2. Templates (Admin Access Only)
MassDraft’s Templates feature is for Organisation Admins with administrative privileges. It lets you create and manage templates for the whole organisation, ensuring consistency and efficiency.
· Creating Templates: Organisation admins can create templates for everyone to use. Click "Create template" or upload an existing Avvoka template to get started.
· Accessing Templates: Find all organisation templates in the Templates tab, where you can view, edit, or delete them. The tab includes a table showing the template name, creation date, last updated date, and management options.
For further assistance, visit our help center or contact help@avoka.com.