Note for Enhanced Records accounts: This article references Sales Record functionality and the Sales Enablement Visible permission. These do not apply to your account. You can check your account's subscription package on the Subscription page.
To generate Scope of Appointment (SOA) forms for Individual Records and Sales Records in AMS+, including those sent through the Rx Collect portal, agents must add the following to their user account profile: phone number, signature, and sales rep ID. This information appears on the SOA form itself.
For more on SOAs, including training and related resources, see this feature overview.
Requirements
- The Electronic Scope of Appointments setting must be enabled in My Agency Settings. Learn more.
- You must be logged into AMS+ as an Agency User or Agent CRM User.
- You must be assigned to a Security Group with the Sales Enablement Visible permission.
How to add SOA information
- Go to My Account.
- Navigate to the SOA/ACA Consent tab.
- Add your phone number, then choose Save.
This phone number will appear on their SOAs.
- Upload or draw your signature, then choose Save Signature.
You can upload a signature file or sign it on the signature pad.
- Enter your sales rep ID.
You can add multiple IDs and designate one as the default. If needed, you can select different IDs when generating SOAs based on client/lead location.