Creating Engagement Letter Templates

Automate hours' worth of EL prep by using Truss to send ELs in bulk with a few clicks.

📜 Creating a New Template

1. Click on Templates to expand the menu.

2. Click Engagement Letter Templates to open the page.

3. Click + New Template.

Once inside the template we have a series of options available when building the template!

1. Set the name of the template.

2. Check Everyone must sign... to force every recipient to sign the EL. By default this is unchecked, so only one signature is needed.

3. If the template you are creating is the one you want to send out with your organizers, check Automatically add this... to set it as the default letter for organizer uploads.

4. Copy and paste your Engagement Letter text here. Images and other advance formatting won't copy over.

5. To add in customized data to the letter like the client's name, click on How To Use Mail-Merge Fields to see a list (below).

6. When you're done updating the text, click Save.

7. If you would like to add additional questions for intake, click + Add Question to include questions that can be answered with Yes/No.

8. Once you're satisfied with the EL, click Create Template to finish it.

🔀 Available Merge Fields