*All Events are listed in Eastern Timezone

 

Loading Events

« All Events

  • This event has passed.

CSG Webinar: Electronic Scope of Appointments and Document Locker

May 10 @ 2:00 pm - 3:00 pm

Capture and sign Scope of Appointment forms inside your CSG quoting tool. Fill out the form alongside your client or allow them to fill out their information out via the email signature process. Save and manage all your completed SOAs inside the Document Locker. Upload, organize and manage other paper SOAs, related documents, or notes you may want to keep on file. The Document Locker repository meets industry retention standards.

Details

Date:
May 10
Time:
2:00 pm - 3:00 pm
Event Category:
Website:
Visit Event Website