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Engagement Letter Answer Reporting

We have created downloadable reports for the questions asked in the Engagement Letters. No more rooting for each one individually!

1.   Click Templates to open.
2.   Click Engagement Letter Templates.

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3.   Click on the 📶Question Report icon.

📘 Tip: If you do not see the icon, no answers have been recorded yet!

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4.   Select all questions in the Engagement Letter that you want to report on.
5.   Click Download Report to generate a CSV of the data.

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Once downloaded, we will provide the following information:

  • Date Signed
  • Question
  • Answer
  • Project Name
  • Project ID
  • Entity Name, ID, and Client Number
  • Assignee Name
  • Assignee Email