Advanced section

Under Template settings there is the “Advanced” section, this section contains the following:

Management Settings

Explanation

Automatic document name

This allows users to automatically name the document using the extracted value from a Placeholder. For example, using the output of the “Company Name” Placeholder to name a document like Board Minutes. E.g. Company X – Board Minutes

To trigger the display of the available placeholders, insert a # into the text field and a list will display of the available options. The field will display similar to the blow:

{{'Att':'Name of Placeholder'}} – Name of Document

Participants to be added/updated to related documents by default

Generated document folder

Allows the user to choose a default folder destination in “My documents” once the document has been created

Please note that the default folder must be created first in the “My documents” page

Completed document folder

Allows the user to choose a default folder destination in “My documents” once the document has been signed on the platform

Please note that the default folder must be created first in the “My documents” page

Email template

Custom email to counterparties on sending the document

Remove custom message box

Disables adding a custom message when sending the document to the counterparty

Mass send email template

Use the custom email templates, if they are selected in the above settings, instead of sending them the default “You have received multiple documents” email

Disable system notifications

If this is selected, you will turn off emails relating to the template. A drop down will appear where you can select which emails are not sent (including if that is all of them)

Document format settings

Explanation

PDF blueprint

This is for users to upload PDF files.

Header and footers

Allows users to select the relevant header and footer style for their templates. Please refer to 9.2 of this user guide on how to create header and footers.

PDF settings (font size, top margin, bottom margin etc.)

These settings allows users to customise the dimensions of the extracted PDFs for the relevant Template.

Locale

Changes the formatting of numbers and dates depending on the locale selected.

Track changes

Whether track changes should be shown on the first draft.

Right-to-left

The document editor will appear in right-to-left and support right-to-left typing. This is a template-wide setting. If only certain lines or paragraphs in your template requires right-to-left formatting, you can apply them by clicking the

buttons under the ‘Home’ tab of your template editor when your text cursor is positioned at the line.

Document Access Settings

Explanation

User rights lock

Stop users from editing their rights on generated documents

Add to related documents

Users to be added to related documents by default

Guest Access

Do not require users added to the document on the counterparty side to sign up and create an Avvoka account

Location to send counterparties on first access

By default, counterparties will be sent to the document questionnaire on templates created after August 2021, and the document editor for templates created before then. You can use this setting to select where they should be redirected to

Restrict Download Before Signature

Explanation

Restrict PDF

Prevent the document from being downloaded as a PDF until the document is signed/completed

Restrict Docx

Prevent the document from being downloaded as a Docx until the document is signed/completed

Restrict download only to the Counterparty

Only apply the selected above restrictions to the counterparty

Document Signing Settings

Explanation

Signing method

Select the signing method that you wish to use to e-sign your generated document with.

Signature resolving

Allows a single signatory to sign the document even if other signatures are necessary on the time of his signing.

Capture signatory title

Captures the title of the signer at the time that they sign

Tick-to-complete

Replaces the electronic signature requirement with a tickbox so that a contract is signed when the box is ticked.

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