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What is the Key Dates feature? How do I set this up?
How do i edit the Key Dates introductory text and table headings?
Add a partner or directors signature to your Engagement Letters
Assign Key People for your Organisation
How to request multiple signatures on your Engagement Letter
Set up your Letterhead Components
How do I edit the engagement letter and proposal footer text?
Define the acceptance options for your documents eg. signature/no signature
How to customise the additional signatory email
Control the Wahoo e-mails that get sent when your documents are signed or approved