Shareable Consent and Scope of Appointment Documents Are Now Available!

You can now share public-facing consent and scope of appointment documents directly with clients through a generated link. This is a new feature — here's what it includes and how to get set up.

What This Feature Does

The public consent and scope of appointment documents give you a shareable link you can send to clients to collect signatures without requiring them to be in your CRM first. Clients access the form directly, fill it out, and submit — no backend access required on their end.

Two documents are available:

• Public Consent Form

• Scope of Appointment

Both are built as eSign templates and published through your platform.

What Clients Experience

Before accessing the consent form, clients enter their first name, last name, and email. The form then collects:

• Date of birth

• City, state, and zip

• Email address

• Phone number

This gives you a complete record at the point of consent rather than having to collect it separately.

IMPORTANT NOTE: The Date of Birth field will NOT populate into the new contact record. You must pull this data from the signed document after the fact.

How to Get Set Up

Step 1: Access the Templates

1. Navigate to E-Sign Docs Tab in your platform

2. Click Templates

3. Locate the public consent and scope of appointment templates

Step 2: Configure Your Agent Information

The primary writing agent is pre-assigned to Agent 1 from the Agent Info Form on your dashboard. Before publishing, verify your agent details are correct — or customize the name, NPN, phone, and email as needed.

Step 3: Publish and Get Your Links

Click Publish to generate your shareable links. Copy each link and test in a new tab before distributing.

Step 4: Activate in Your Dashboard

1. Go to your dashboard and click Update Agency Branding

2. Copy and paste the custom values for consent and scope into the appropriate fields

3. Scroll down and Click Submit to save the URLs

Step 5: Set Up URL Redirects (Recommended)

A redirect makes your links shorter and easier to share with clients.

1. Go to Settings → Domains and URL Redirects

2. Create a redirect for both documents

3. Add the redirect URLs to your agency branding form

4. Confirm both links appear under Quick Links

Watch the full walkthrough: https://loom.com/share/ec35c93a419a4851995a3a01dde5f002