When using Avvoka to create a template for agreements, it's important to consider the signing method you want to use as it plays a crucial role in the signature process. You can choose one of the three ways Avvoka as signing methods:

Before proceeding with DocuSign as a signature method, remember that DocuSign needs to be set up in the organisation. Please refer to the to the setup guide if this has not been done yet.

To choose DocuSign as your signing method, access the Advanced tab on the left side pane on your template and scroll down to Document signing settings, and choose DocuSign from the dropdown menu.

If you choose DocuSign as the signing method, you need to make sure that the person creating the DocuSign envelope from the Avvoka document has signature rights. This is because, even if all other recipients don't have signing rights, the sender must be able to initiate the signature process when DocuSign is the selected method. Without the relevant signature rights in place, the signature process will be halted.

There is no need for other participants to have signature rights. Since signature will happen outside of Avvoka, only the person creating the DocuSign envelope will need to have signature rights in Avvoka (even if they don’t need to sign in the final document), this will allow them to initiate the signature process and create the relevant DocuSign envelope. Once the DocuSign envelope is created, different signature rights can be assigned.

Skip to signature: Allow to skip to the signature process without sending the document first.

Note: The person who initiates the signature in Avvoka and creates the DocuSign envelope must authorize a DocuSign account with permission to send envelopes.

To learn more about the flow of a document that is set up to be signed with DocuSign, please visit this article.