How to Use e-Signature (DocuSign) | Phillips Wealth Planners

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How to Use e-Signature (DocuSign)

We don’t have to sit down together every time there’s a document that needs your signature. Using e-Signature saves you time and allows us to send you documents wherever you are.

We don’t have to sit down together every time there’s a document that needs your signature. Using e-Signature saves you time and allows us to send you documents wherever you are. Watch how it works and then get your mobile phone ready. You’ll need it for the first security step of the process when we send you a code to confirm your identity. Watch each step in the process and you’ll be ready to sign.

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