Scope Support

OverviewMSA Line Items can be fees or discount items added to your Company Details page and assigned to 1+ client cards. This fee or discount will then automatically appear on every scope (to the w...

OverviewThis guide will explain how to create a scope of work from scratch.PrerequisitesYou must be signed in to your SCOPE Better Account.You must have the right 'User Permissions' enabled on your...

OverviewThis article helps to explain the purpose of the Master Output Templates. Pre-RequisitesN/AInformationThe Master Output Templates are the ability for your organization to create a number of...

OverviewWhen your organization has a number of output format Master Templates available, you may need to make a selection of which output to use for it to be output/downloaded or for it to be expor...

OverviewThis guide explains the different document output options available to scope creators. Pre-Requisites User must have a SCOPE Better account User must have created a scope, or be part of a T...

OverviewThis guide will show you step by step how to output a scope to Adobe Sign. Pre-Requisites User must have a SCOPE Better accountOrganization must have Adobe Sign set up as an optionUser must...

OverviewThis article will show you the output button featuresPre-requisitesYou must have a SCOPE Better accountA scope must have been created to be able to be outputYou must have user permissions t...

Public API on SwaggerWe extensively updated our Public API endpoints in v2.0 on Swagger: Rate card endpoints: create, delete, update rate cards including roles metadata Clients (second-party) endpo...

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Access SCOPE Betters Open API via Swagger (https://api.scope.expert/swagger-ui/index.html).  To generate an API key, you will need to have access to SCOPE Better as an Admin Member. Pre-requisitesM...