OverSuite provides a full set of smart engagement letters, Terms and Conditions, Privacy Notices, Service Schedules, and more. These combine automatically when you create a proposal.
You can review or amend this content. Follow the steps below to edit your engagement letter suite.
Step 1 - Access your engagement letter suite
Go to Configure and select Engagement Letters.
In the Engagement Letter Suite, use the tabs to open the sections:
Scope Library
Terms and Conditions
Privacy Notice
Schedule of Services
Agreement Statements
These elements combine automatically to generate the correct engagement letter for each client.
Step 2 - Edit the content in your engagement letter suite
To edit a section (for example, Terms and Conditions):
Open the section using the arrow icon.
Hover over a statement and select Edit.
A pop-up box will appear for you to amend the text.
Important:
Once you edit content, OverSuite will no longer auto-update that section
Be careful when editing statutory statements, as incorrect changes could invalidate the document
Colour coding:
Orange: Edited content
Pink: Update available for edited content
Green: New paragraph added by you
To add a new paragraph:
Select Add Paragraph at the end of a section.
Enter your text in the pop-up box and click Add Paragraph.
Step 3 - Edit service schedules
You'll manage Service Schedules within line items, not the Engagement Letter Suite page
Open the relevant line item and select a Smart Service Schedule
Edit content as above; colour coding rules apply
Step 4 - Preview your changes
Create a proposal, complete the details, and scroll to Preview Letter of Engagement to review your updates
See also
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