company logo
Help Center
  • Go to savvi.legal
User Guide
  • Templates
    • Entity
    • Governance
    • Team
    • Equity
    • Financing
    • Customers
    • Partners/ Vendors
  • Workflows
    • Entity
    • Governance
    • Team
    • Equity
    • Financing
    • Customers/Partners
    • Other
  • Services
    • Entity
    • Equity
    • Financing
    • Pricing
    • Services Subscriptions
  • User Guide
    • Templates
    • Account Settings
    • Workflows
    • File Cabinet
    • Partners
  • FAQ
    • Entity
    • Governance
    • Team
    • Equity
    • Intellectual Property
    • Financing
      Back to home
      1. Help Center
      2. User Guide
      • Templates
        • Entity
        • Governance
        • Team
        • Equity
        • Financing
        • Customers
        • Partners/ Vendors
      • Workflows
        • Entity
        • Governance
        • Team
        • Equity
        • Financing
        • Customers/Partners
        • Other
      • Services
        • Entity
        • Equity
        • Financing
        • Pricing
        • Services Subscriptions
      • User Guide
        • Templates
        • Account Settings
        • Workflows
        • File Cabinet
        • Partners
      • FAQ
        • Entity
        • Governance
        • Team
        • Equity
        • Intellectual Property
        • Financing

      User Guide

      Navigate the Savvi app and utilize its unique features better than ever with some of these quick tips for managing the platform.

      Templates

      • How do I format my own custom documents on Savvi?
      • How do I insert signature tokens on a custom document?

      Account Settings

      • How do I change my email address?
      • How do I manage users on my account?
      • How do I change my Savvi password?
      • How will I be billed for my subscription?

      Workflows

      • In what order should the workflows be completed?
      • Can I skip or bypass tasks?
      • How do I find documents in my file cabinet?

      File Cabinet

      • How do I organize or view my documents?

      Partners

      • How do I add partners to my account?
      savvi.legal Help Center
      • Go to savvi.legal