2. Click Task.
3. Click Get a Signature.
4. Select the Account and Contact.
5. Select Document Type and the Document (Note: To add templates to your document selection, please contact firstname.lastname@example.org).
6. If choosing an Engagement Letter: Select the Partner and a fee (or input '0').
9. Create a custom Subject Line and Description, or click into the subject line and select a Task Template.
10. Click Preview Task.
11. Click Edit to customize the document for the selected recipient.
12. Click Save Document (or Update and Save if you edited the letter).
13. Click Create Task.
The letter has now been sent to your client. The Contact can sign the letter from the Mobile App or desktop. When the client completes the Task, it will be moved to your firm's Pending Review tab and the Task Owner will be notified .