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The session will cover the basics of DocuSign, including what it is, how it works, and its role in the Australian financial planning process. We will also explore the advantages and disadvantages of using DocuSign, including its impact on efficiency, convenience, document management, and client experience, as well as key limitations and considerations. Most importantly, we will walk through the DocuSign process from start to finish from preparing and sending documents, adding recipients and signing fields, monitoring document status, following up with signers, through to completing and managing signed documents.