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.
- Click Add New on the left side of the screen.
- Click Task.
- Click Get a Signature.
- Choose the Contact and Account.
- Select the Document Type (Engagement Letter or Consent to Release)
- Select the Document.
- Select the Partner (optional).
- Type in a Fee.
- Enter a Subject Line.
- Enter a Description.
- Click Preview Task.
- Click Edit in the top right corner.
13. Once the changes have been made, click Update and Save.
14. Click Create Task.
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, ...