Workflow
Cancel signing process anytime
User story: You as a document owner found an error in the document and need to edit it right after it is sent for signing to fix the typos or wrong data; or you accidentally added an incorrect recipient to the document and he/she has to be removed from the signers list or you forget to add some signers.
How this works: In your document view a new option under “More button” is added: “Cancel signing”. “Cancel signing” will stop the signing workflow, all added signatures from the document are removed and signers who have not signed the document yet, can’t do it anymore. All workflow collaborators are notified of cancelling. Next you can edit the signers list, remove and add new signers and when all is perfect, you can send the document for signing again. If there is something you need to change in the document, then you can go back one more step, to the drafting phase, and do all necessary edits, then finish editing and then add signers and start the signing flow again.
! Note – you can’t cancel signing when all signers have signed the document. At least one signer’s signature has to be pending.
System functionality
An account manager can now choose and edit templates categories
User story: You as a content manager created a template but could not correctly categorize it because given categories given do not match your sector’s or business’ specific ones or categorisation is different in your country . You want to create your own categories which are unique to your business and familiar to the team members as these categories have been in use before Avokaado was implemented.
How this works: Account managers can delete and modify existing or add custom template categories in Settings > Template categories. Press “+ New Category” on the app’s upper bar in order to add a new category and enter the desired name for it when a new category line appears. You can also press on the three dots behind your existing categories to delete or modify that category.
Account managers and content managers can choose or edit template categories under the Automation module by opening the respective template and choosing a new category to it. After choosing the right category, you need to save the choice and then it will appear also for all users under the right category.
System functionality
All users can choose between Estonian and English language as system language
User story: You as an Avokaado user have a different mother tongue than English and most of your team members, clients and collaborators do not have English as their first language, some even do not speak English. You as a business person hesitate that your office crowd, outside collaborators and clients will accept to use the system which is not in your language. You would like that users can choose the system language themselves.
How it works: we created Avokaado language support and the first language launched is, of course, Estonian, our country of origin. Next languages will be added now one by one.
To choose language, choose the Settings tab from the sidebar and then choose the language. You can choose between all languages which are supported (currently ENG and EST). It shows a BETA button as we are expecting users feedback on all translations. When EST language is chosen, then all toolbars, buttons, in-app messages etc will appear in your chosen language.
! Note – you can still automate documents in all languages and create questionnaires in any language you prefer (e.g questionnaire is in Polish but document drafted in English). This language support functionality applies only to system language, e.g. on buttons, system notifications etc.
Automation
Add variable or value placeholder which stays until the variable or value is inserted
User story: You as a content manager need to set placeholders to the document so that these are visible as default value or placeholder in the questionnaire but also when the document is downloaded in docX these placeholders indicate where the variable/value needs to be inserted by the document collaborators. This helps the drafting both in Avokaado questionnaire but also in Word.
How it works: Now it’s possible to add a disappearing default value in a questionnaire which, if left unchanged, is visible in the document as the answer or a placeholder (a character, word, or string of characters that temporarily takes the place of the final data). In case you wish to change the default text, such default value is removed with just one click and the user can enter the desired answer in place of the default text.
You can use this functionality to show your document collaborators the data format, data type or an example of what type of answer is needed also when the document is downloaded in Docx. and drafted in Word.
How to set the placeholders: to create a question with a placeholder and a disappearing default value, you should enable the default value field when creating a question in automation. In order to make the value disappear, the text must be placed between square brackets [ ] in the default value field. Unless entered between square brackets the text remains as a default value and it disappears and is not shown in the downloaded document.
