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Adding an Engagement Letter

How to use Truss to create an Engagement Letter (EL) to send to your clients. You can automate hours worth of EL prep in just a couple clicks!

Video​

Add EL to Existing Project:

 

Note: With this method you can edit the EL to customize for the client!

Step 1) Open an active Project.

Step 2) Click +New

Step 3) Click Engagement Letter


Select your Template:

 

New Project with an EL

  1. Click "New Request".

  2. In the Request Documents section, start typing the name of your EL template (or the name of a full checklist template that contains the EL template).

  3. Select from the Dropdown suggestions.