1. Click Bulk Actions on the left side of the screen.
2. Click Get Signature.
3. Filter by Entity, Relationship, Account Owner, or search by Account name.
4. Check the boxes next to Contacts that will be sent a letter.
5. Click Next Step.
6. Select a Due Date and Task Owner.
7. Select Document Type and Document.
8. If you chose an Engagement Letter, select a Partner and input a fee (or input '0').
9. Enter a Subject Line and Description if necessary.
10. Click Preview Document.
11. Click Edit in the upper-right to customize the document for the selected clients.
Note: The [AccountName] and [ContactName] fields will generate the correct information during step 14.
12. Click Update and Save or Cancel and then Create Document.