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in this video we are going to cover how to use the electronic scope of appointment email signature option so the electronic scope of appointment and document Locker is a new feature that is available with CSG actuarial so when you do sign in to your account you'll see your document Locker and your ESO a signing the document Locker is where all of your completed scopes will store and then the ESO a document signing is what you would click on to go ahead and start a scope of appointment so from here I'm gonna hit view list I can go ahead and start the document if I did need to download a copy of this generic scope I can do so that way or preview what that is going to look like so we're gonna go ahead and start document we will title it with our clients name and hit save and continue this is agreeing to the terms and the conditions of the electronic signal signature process so you can just select I agree and continue from here there's two ways in which you can do the signature if you are in the same physical location as a client you can do the applicant providing identification information which would be their mother's maiden name and the last four digits of their social security number but in this example I'm gonna cover how to do that email signature link so you are really familiar with that process and what those screens look like for your client as well so I am NOT in the same physical location so I'm going to do email signature link and from here I am going to type in my clients email and hit continue from here it will go ahead and send an email to the applicant which I'm gonna show you those screens there and then if you wanted to go back to your documents this is where it will just provide you that status that it is awaiting that email signature once you have received that email signature you will receive an an update or a notice letting you know it's now there and then you can just go ahead and refresh your page you can then notify the individual to go ahead and check their email this is a copy of what that email will look like so it will be titled scope of sales appointment confirmation form they will then see that an insurance agent and then it would have your name is requesting your Ease signature for the scope of appointment from there they have this esign your document so they will just click on this blue bar and then they will have to either write down or copy and paste their verification code so I'm just going to go ahead and copy that and then hit assign your document so they'll click on that it will then prompt them to enter in that verification code so I can just go ahead and type that in or copy and paste from there the client will hit verify and continue they will then agree to the terms and the conditions of the electronic signature process by hitting I agree they will then checkmark which products they want to discuss with you so in this case we're gonna check mark the Part D Medicare Advantage plans they will then type in their name and then their applicant signature there just going to verify this city and then the state and zip code that they are signing in and then they'll check mark apply e signature and then sign and complete from here the document has been signed so they can close out of this there's no further steps that they have to take now from the agent perspective once that has been updated you can refresh your screen and then when you do that you will see that your status has then changed to signed awaiting producer data so then I can go ahead and click on the project name which is likely the clients name there when I click on that I can either remove their signature I can go back to the documents or I can go ahead and hit continue so we'll just go ahead and hit continue here if you want to make sure that the individual did select certain products that you did want to come over you can scroll to the bottom here before you go ahead and sign your portion and then you can preview what they checkmark so if you need to make sure you can see here that there will be initials here on what he wanted to discuss with me and then you can see his electronic time stamp here comes over as his signature so you can always preview that so if you ever need to go back and cancel that that signature you can based upon the products that you wanted to discuss with them you kind of want to talk that over with them a little bit further you can do so by previewing that way so from here this is just going to be the agent confirmation form where you the agent would go ahead and type in your name your phone number and then the best beneficiary's name and phone number we're going to do city state and zip code plans discussed appointment date completed and then we'll go ahead and hit continue on this next page it's going to carry over your agent name so you don't have to re-enter that in for that signature so then as the agent you'll just hit apply East signature and then go ahead and sign the document you will then be able to see a preview of the document so how that looks ad as it's completed you can see your signature also comes over as that time stamp from there you can go ahead and hit save to library and then it will go ahead and save to your document Locker now that I am back to my document Locker I can see the scope that I just completed for John Smith is now saved on there I can download that and preview that at any time so if I did want to click on it and preview that document I do always have that option and then of course you always have the option to print it save it as well down download that this document Locker is really handy because you can create folders for your clients so if each client needed a folder or if you wanted to have a scopes folder you can create those different folders within here there is an easy upload so if you currently have a location where all your other scopes are saved on your computer and you want to upload them to one secure file you can upload them as well this search feature does make it really easy so if you did have several folders and you wanted to quickly find one for client you can search for their name and it would work that way as well at any time you can always export your locker by clicking on the export option if you have any questions on how to use the e-signature for the electronic scope of appointment with that email please feel free to send us an email or call us directly we're always happy to answer any questions that you may have