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.



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

14. Click Create Task

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