e-Scope of Appointment - TutorialsTake a look at these short videos to see how you can easily capture, search and save scope of appointment documents.
Complete and Store e-Scope of Appointment
Discover how to create an Electronic Scope of Appointment document. Then see how to save, store, and search for it among other forms or files you’ve uploaded to your Document Locker.
Electronic Scope of Appointment – Email Signature
The email signature option is a quick and easy way to capture a Scope of Appointment when you are not seeing a client in-person. This tutorial video walks you through the process and shows you the steps your client will take to e-sign.