*Below is a walkthrough of what the client sees when we send something to them via DIY Docusign.

What is DIY DocuSign? DIY DocuSign is how our team sends documents to clients for e-signature straight from Savvy Client Services. The client doesn't have to log into the Savvy app or create a DocuSign account. They get an email, verify who they are with a code sent by text, review and sign, and they're done. Once it's signed they can download or print a copy, and they'll get a confirmation email.**

Step 1: Receive email

Step 2: Enter the text code

After clicking Review Document, the client will get this message. The code will come via text.

Step 3: Agree and continue

Once the text code is entered, the client needs to click the box to agree and then click Continue.

Step 4: Start reviewing

Once the document is up to review, the client clicks Start. From here they will be able to review the document.

Step 5: Sign and finish

After they finish reviewing, they will then see the signing section. Once signed, they click Finish at the top right.

Step 6: Download or print (no login needed)

This pops up once completed. The client can download or print the document. There is no need for the client page to log in.

Step 7: Confirmation email

Once everything is complete, the client will receive an email to confirm this.