Editing an Engagement Letter Before Sending

Editing an Engagement Letter Before Sending

You can make adjustments to an Engagement Letter before sending it to a client.  Any edits will only apply to that specific Engagement Letter.  Your templates will remain unchanged.

Here's how: 

  1. Click Add New on the left side of the screen.
  2. Click Task.
  3. Click Get a Signature.
  4. Choose the Contact and Account.
  5. Select the Document Type (Engagement Letter or Consent to Release)
  6. Select the Document. 
  7. Select the Partner (optional).
  8. Type in a Fee.
  9. Enter a Subject Line.
  10. Enter a Description.
  11. Click Preview Task.
  12. Click Edit in the top right corner.

edit.PNG

 

13. Once the changes have been made, click Update and Save

14. Click Create Task

    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



      • Related Articles

      • Editing Signed Letter Documents

        When an Engagement Letter or Consent to Release Letter is signed by a client, it automatically saves to the Contact and Account File section. After the letter is signed and the Task is marked complete by the client, the Task Owner will receive a ...
      • Editing Requests & Request Templates

        Your firm may want to make edits to a Request or a Request template, and you have a number of different ways. Let's take a look at all the ways you can edit a Request to accomplish different end-goals. Editing a Request that was created from a ...
      • How to Edit a Task

        Click into the Task you would like to edit. Click the ellipses (three dots) in the upper-right corner of the screen. Click Edit Task. The Due Date and Task Owner can be edited. The Subject, Description, and recurring timing can be edited in all tasks ...
      • How to Edit File Tags

        Click on the file name. Click the edit icon in the upper-right corner. Edit the name, tag, month, or year of the file. Click Save Changes. Related article: Editing Signed Letter Documents | Customize Your Tags
      • How to Bulk Send Engagement Letters

        You can send engagement letters to 100 clients at a time. Please contact Liscio Support to upload custom templates.   Follow the steps below:  1. Click Bulk Actions on the left-hand navigation. 2. Click Get Signature. 3. Filter by Entity, ...