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Generate & Send an eSOA (Electronic Scope of Appointment)
Generate & Send an eSOA (Electronic Scope of Appointment)

Discover how to generate and send an electronic scope of appointment to a client.

Updated over a week ago

Generating an eSOA

From any profile page you can generate and view eSOAs. Here are a few steps on how to use it.

  1. From the profile page, access the eSOA section by clicking the eSOA icon.

  2. From here, you can click "New SOA" to get started.

  3. The system will try to fill out as much information as it can for the scope

  4. At the bottom, you will select the transmission method (text, email, print, or F2F)

  5. If you choose text or email, the beneficiary will receive two transmissions—one for the link to the scope and another for their access code.

What the client sees

Once you have transmitted the eSOA to the beneficiary, all they have to do is follow these steps.

  1. Click on the link in the first transmission sent to them

  2. Copy and paste the access code provided in the second transmission and log in.

  3. From here, they just click "Start" and then "Adopt and Sign"

  4. After adopting and signing, they will click "Finish"


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