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How to relaunch OverSuite to amend answers and engagement letters

Understand how to relaunch the OverSuite wizard in GoProposal to update your answers and engagement letter content.

Written by Russell Henderson

OverSuite uses your responses in the setup wizard to generate compliant engagement letters. You may need to update these answers if:

  • Your firm’s policies or processes change

  • A quarterly compliance review introduces new questions

How to relaunch the OverSuite wizard

  1. Go to Configure and select Engagement Letters.

  2. Select the OverSuite tab.

  3. Review your current information displayed on this page.

  4. To edit, click Edit next to the relevant section.

  5. A pop-up window will open where you can update your answers.

  6. Click Save changes.

📎 NOTE: Updates apply automatically to all engagement letters you issue from now on.

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