Introduction
MassDraft is a powerful matter automation tool designed to simplify the creation, execution, and management of large-scale document workflows. By integrating with Docusign, MassDraft enables seamless e-signature processes for contracts, agreements, and other legal documents. This article provides a step-by-step approach to creating and configuring a new deal in MassDraft with Docusign.
Step 1: Accessing MassDraft
Before starting, ensure you have the necessary permissions to create deals in MassDraft. Log in to your Avvoka account using your credentials and navigate to the "Deals" tab in MassDraft.
Step 2: Initiating a New Deal
1. Navigate to the "Deals" tab from the main dashboard.
2. Click on "+ Create a new deal" to initiate a new deal setup.
3. Enter a name for your deal in the "Name" field.
4. Select 'Yes' for sending documents with Docusign:
5. (Optional) Configure post-dating if required, which allows documents to be automatically dated after execution. For more information on Docusign deals, visit here. (link here)
Step 3: Entering Deal Details
After initiating the deal, provide the following key details:
· Deal Metadata: Users can give the deal a unique name and description. Then can enter the deal metadata like date, text, etc.
· Docusign Authorisation:
If your organisation has pre-configured Docusign authorisation, it will automatically apply.
Otherwise, authorise a Docusign account for this deal manually.
· Deal Access – Collaborate by adding users:
Click "Select users" to add individual users.
Click "Select groups" to grant access to user groups.
Click "Save" to confirm your selections.
Step 4: Setup signature roles
To set up signature roles in DocuSign, start by clicking “Add signing role” and naming the role. Next, define the signing order, choosing between sequential (one-by-one) or parallel (all at once) signing. If certain signatories are optional, their details can be left blank and skipped if necessary.
For added security, enable SMS authentication to verify signer identities. If required, assign a witness role to oversee the signing process.
Ensure correct placement of signatures and signer details by assigning DocuSign fields. Use the plus button to select available fields or create new ones as needed.
Step 5: Configuring Deal Templates
1. Choose a method to add templates:
Import from existing deals: Select templates from previous deals.
Upload a .docx file: Drag and drop a document for automation.
Start with a blank template: Manually create a new template.
2. (Optional) Utilise SmartAutomation to automatically apply automation rules to uploaded templates.
3. Configure generation conditions to control when templates are used.
4. Assign Docusign fields to ensure correct placement of signatures in the document.
Step 6: Uploading and Managing Data
1. Choose a data upload method:
Import from an existing deal: Reuse data from previous deals.
Upload a .xlsx file: Import a spreadsheet with deal-specific data.
Start with a blank spreadsheet: Manually enter data.
2. Create templates:
Import from deals: Reuse data from previous deals.
Upload a .docx or .avvoka files: Import a word or .avvoka file.
Start with an empty template: Begin with a new, blank template
3. Manage and modify data using the MassDraft spreadsheet:
Edit data directly within MassDraft.
Use Export and Upload new data file to manage offline updates.
4. Assign attributes to map spreadsheet headers to template variables.
Step 7: Managing Columns and Forms
· Manage Columns:
Modify column types (Text, Number, Email, etc.).
"Enable 'Looped' columns to allow multiple entries. Ensure that the attribute is also looped in the template for correct processing."
Mark required columns to ensure data completion.
Apply formatting transformations (e.g., number to words, date formats).
· Forms:
Create data collection forms by clicking "+ Add new form".
Configure recipient email, message, and form conditions.
Send forms manually or automatically.
Step 8: Configuring Docusign Envelope Setup
1. Configure envelope details:
Envelope batch name: Assign a recognisable name.
Email subject & body: Customise email content for signers.
Mark envelopes as drafts: If required, keep them in draft mode before sending.
Attach supporting documents: Include additional files, if needed.
Step 9: Sending and Tracking Envelopes
1. Navigate to the "Execution" tab and upload envelopes to Docusign.
2. Monitor envelope status through the MassDraft <> Docusign dashboard:
Track sent, pending, and signed documents.
Send reminders and manage voided envelopes.
Download signed documents with Docusign audit logs.
3. If using post-dating, update document dates after execution.
Conclusion
Creating and configuring a new deal in MassDraft (Docusign) is a seamless process that improves efficiency and accuracy in document management. By following these steps, users can automate workflows, ensure compliance, and enhance collaboration across teams.