If you subscribe to OverSuite for the provision of your Engagement Letters, the first step to set this up is to launch the wizard and answer a series of questions about your firm.
This is because sometimes, your policies or processes may change and you may need to amend the answers you originally gave. In other circumstances, our Quarterly review of the compliance landscape may mean we need you to answer more questions.
Click Configure.
Click Engagement Letters.
Click the OverSuite tab.
Within this page is all of your current information pulling through to your OverSuite content.
To edit the information, click Edit which shows to the right-hand side of the current information.
A window will load to allow you to change the current information.
Click Save changes and the changes will automatically apply to any letters you issue moving forwards.