Editing Signed Letter Documents

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 notification to review the document.

To edit a signed letter's file name, year, and tag:

1. Click into the completed Get a Signature Task to open.

2. Click signed_document.pdf below the Attachments box.

3. Click the edit icon in the upper-right corner.

4. Edit File Name, Tags, and Year.

5. Click Save Changes

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