Using Docusign for mass document generation with Avvoka simplifies and automates the creation and execution of large volumes of customized documents. This integration streamlines processes by allowing users to generate unique document suites for multiple recipients simultaneously, reducing manual effort and time.

Docusign supports mass generation exercises. You can watch a video showing this process here.

Avvoka's Mass Generation feature streamlines the process of creating unique document suites for large groups of individuals.

Setting up your template with Docusign tags

It's essential to configure your document templates with the necessary Docusign fields. You can do so on your template where you can add signature fields and other important tags in the Avvoka editor, ensuring each document is prepared for execution through Docusign. By setting up these fields in advance, you can streamline the process and reduce manual adjustments later on.

To get started, go to the Automation’ tab and select the ‘Insert Docusign tag’ button

. A pop-up will then appear, allowing you to add Docusign fields like ‘Name’ and ‘Type’. The latter contains a dropdown menu from where you can add the following types of fields on your template as per your needs:

After adding your tags, it will appear as shown below in the Avvoka editor.

Role Requirements:

Please note, only Profile Managers will be able to use this feature. If you need to make a user a Profile Manager, it can be done using the Support tab by users that have the rights to access to it.

Setting up Mass Generation for Docusign

To setup mass generation for Docusign, get started by visiting the "Drive" tab and selecting the relevant folder from the left bar.

Then, click on the icon below which when hovered over says, "Send folder to Docusign." Please note, only Profile Managers can see this icon.

It is important to note, that all the documents contained within that folder will be sent off to Docusign.

Sending documents to Docusign

Upon starting the mass document generation, placeholders are visible on the initial screen. These placeholders allow you to create custom emails that automatically populate with details like "[Name]" and "[Email]" for each document. For instance, your email can say "Dear [Name]" and if your envelope recipient is called "Jane", she will receive an email saying "Dear Jane".

After filling in the email contents, you could also add new attachment using the "Add new attachment" button on the next page to upload a PDF or a Word attachment to the envelope.

On the next screen, you can group recipients using placeholders so those with the same email and name, for example, will receive the document together as a group.

In the subsequent window, add recipients by selecting the relevant placeholder. You can also add field labels which you added on your template earlier.

Before dispatching, mark documents as drafts to review for accuracy. If desired, untick the box to send them directly. For clarity, assign an internal name to each batch of envelopes.

After sending the documents, you'll receive a summary with details on recipients and the quantity each received. You can group documents by matching names and emails, ensuring they’re sent together. The documents will be sent to the emails provided in the questionnaire completed before mass generation.

You can choose to personalise each email. For instance, if you have two placeholders in the document: Email and Name. Remember to add the email addresses as attributes in the template beforehand. Emails can be inputted in the relevant question within the questionnaire (you can use custom questions using explanatory text if they will not be used in the document body).

If you marked your envelopes as "Drafts" you can review them directly in Docusign (under the "Manage" tab) by visiting your Docusign account, edit them if needed and then send them out.

Your added signature tags, such as "John Doe – Signature," will be replaced by the corresponding field in your envelope.

Tracking Docusign envelopes on Avvoka

Avvoka’s Docusign dashboard provides an easy way to monitor the status of each envelope, organize them into batches, and even share the dashboard with external viewers if needed. By following a few simple steps, you can keep track of your envelopes' progress and access all related information in one place. Here’s how to navigate and use this feature effectively.

Accessing the Dashboard:

Avvoka’s Docusign Dashboard

Avvoka’s docusign dashboard contains an overview of your envelope including the status whether it is completed or has reached recipients, recipients' emails, etc. There is also a search bar to search through the envelopes for desired information. On top of the dashboard, on the same row/header where the name is mentioned of the Batch, you can find the following features:

Avvoka’s integration with Docusign enables efficient management of large volumes of customized documents. From setup to execution and tracking, Profile Managers can streamline workflows, personalize communications, and monitor envelope status in one dashboard. This feature reduces manual effort, enhances collaboration, and securely supports large-scale document handling, making it ideal for organizations managing high volumes with ease.