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Help Center
User Guide
Templates
Entity
Governance
Team
Equity
Financing
Customers
Partners/ Vendors
SPV
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?
