{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/ab3f23137fed4c0faf032b7bc51eb218\" frameborder=\"0\" width=\"3840\" height=\"2880\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":2880,"width":3840,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":2880,"thumbnail_width":3840,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/ab3f23137fed4c0faf032b7bc51eb218-2f823f00cea16005.gif","duration":551.43,"title":"Completing Your DocuSign Account Packet: A Step-by-Step Guide","description":"In this video, I guide you through the process of completing your new account packet in DocuSign. I walk you through the essential forms, including the intake form, risk meter, and advisory agreement, highlighting the importance of providing accurate information to align your financial portfolios. Please ensure that you review and sign all required fields, and if you have any questions, feel free to reach out to our client success team at 1-800-588-3893 or via email. Your prompt attention to this process is appreciated to ensure everything is set up correctly."}