Attach completed scope forms to contact and drive
Attach completed scope forms to contact and drive
Your Scope of Appointment submissions live in different places, causing manual searches and missed context for brokers. Files and contact links are added so brokers can act the same day.
Overview
When beneficiaries complete your Scope of Appointment, their signed form should be instantly available and attached to their contact so brokers don't waste time hunting for files. This flow centralizes signed PDFs, updates contact records, and delivers an appointment link plus a follow-up email the same day.