Granting Verivest DocuSign Consent

This article goes over how to grant us consent to send Subscription Agreements on your behalf via DocuSign.

Updated over a week ago

In order to complete this process you will need to have the DocuSign account username and password set up for you by the Verivest team.

To grant consent:

  1. Login to your Manager Dashboard, select Settings.

2. Scroll down to DocuSign and select Grant Consent.

A DocuSign popup will appear - proceed with logging in with the DocuSign account created by the Verivest team.

DocuSign Consent3

Once signed in, follow the prompts and select Approve.

Need help? Contact support@verivest.com.

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