When setting up your Letter of Engagement, you'll see a slide at the top of the page for you to indicate that this has been approved.

To ensure this has been approved head to Configure > Engagement Letters

We cannot act as legal advisors, so we ask that you make sure everything you have added is legally compliant and has been checked by a relevant person.

This is because as part of completing your setup, you'll need to transfer your current letter of engagement into the system if you are not using OverSuite. However, once you've done this, all of your letters will be automated for every client and every entity you work with.

It's nice and easy to set your engagement letter up, we have a video and step by step article on this here.

Discover more

Did this answer your question?