Workflows

Avvoka’s template editor

Triggered approvals

Avvoka is designed to capture actions in respect of documents after first-draft, too: effortlessly layer on approval processes onto documents using our powerful workflow tool so that the right teams or individuals are notified if a deal exceeds a specific threshold, or every time, to ensure a swift approval journey for teams that are self-serving their documents and require oversight.

Dynamic document creation

Avvoka’s workflow tool is also able to generate additional and ancillary documents dynamically, to suit your needs. Use the system to select whether specific documents need to be drafted in specific instances, or use our ‘loop-based’ document workflow to produce a specific number of copies for a transaction at a single click from within the questionnaire, each with unique values.

Obligation reminders

Stay on top of action items with our obligation reminders, which can trigger reminder emails for a document to specific participants, at time intervals that suit your needs. From renewals to reissuances, never miss a beat by adding reminders and tracking them from a centralised dashboard, where you can flexibly change who the reminders need to go to, and when they need to be sent out.

Deal management

By tagging templates as part of a specific deal, users may route the generated documents to a predetermined folder for greater matter oversight with colleagues, saved deal preferences for transparency and standardisation.

What Avvoka users think of our editor

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