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.
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: Click Add New on the left side of the screen. ...
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 Grant Signing Authority
Signing Authority allows any Firm Administrator's signature to appear at the bottom of consent to release letters or engagement letters. If you are a Firm Admin you can grant Signing Authority to yourself or other Firm Admins. To grant signing ...
Editing a Get a Signature Task After It Is Sent
After sending out a Get a Signature task, you can make changes to the document until the client signs it. Click on the Task Click on the ellipsis (three dots) in the upper-right corner Click Edit Task Click the expansion box in the upper right ...