DocuSign uses email to send clients important documents to sign.
Use Liscio to send the Security Cod to ensure clients the DocuSign link is valid.
- Prepare documents for signature.
- Send them to the client. Enter the client’s email address.
- Copy the Document Access code from the email sent to the firm (presuming you're signing as well).
- Paste the code into a message in Liscio and send to the client.
The client would paste the code into DocuSign.
Docusign would ask them to log in to their DocuSign account (same email address the firm entered for the client needs to be used). Then the client can sign.