📘 Tip: If you need to review how to create the templates, visit our Creating Engagement Letter Templates article.
Add EL to Existing Project:
📝 Note: You can edit the EL before delivery to customize for the client!
Open an active Project that you want to add the EL to.
Click + New and then Engagement Letter.
🖱️ Select your Template
In the window that pops up, you can select and customize the EL before adding it to the Project.
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Click the Select Template drop-down in order to choose one of your saved letters.
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You can check or uncheck whether every signer is required.
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If creating a new letter, you can enter the name here, or modify the name selected from the template.
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Add or edit text for a new or existing template.
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Once finished, click Create to finalize. There is also a Create at the bottom of the dialog.
New Project with an EL
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Click +New Project, then select New Project from the drop-down.
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Move through the selections for the new Project until you reach the Request Documents section.
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Start typing the name of your EL template (or the name of a full Checklist Template that contains the EL template) to quickly search.
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Select from the dropdown suggestions to add it!
From here, continue creating the Project as usual, and the EL will be added to the final product.