Settings - Documents
How to add and customise document templates / How to add and customise document templates and Letters of Engagement
Firstly, what are Documents and when should we use them. They are NOT your email templates to clients, they’re more official articles like Schedules of Service, Engagement Letters etc and your Business Terms If you’re looking for email ...
How to create and edit a Letter of Engagement within Engager
In this video we take a look at setting up and editing your own letters of engagement templates Creating and customising Letters of Engagement We know that tailoring your Letter of Engagement to mirror your firm is extremely important to you. We want ...
Creating Esign Templates
In this video we take a look at how to create e-signing templates and how to then use them in Client Engager <br> One of the most powerful tools within Engager is our client approval process. No more attaching bulky PDFs or workings to an email ...
Setting up your professional letter of clearance
In your Settings, head to Professional Clearance Enter the text for each item you request and details you need from the accountant Check the services that this request is relevant to To reorganise the sections click on the 6 dots to delete a section ...
Ad Hoc (adhoc) Documents and PDFs
There are times when you'll need to prepare an official looking document for a client, that has company branding / logos, addresses etc and so we've developed an Ad Hoc (adhoc) Document feature within your Engager account. You could use this feature ...
Document Designer: Customising Your Documents
Engager’s Document Designer feature empowers practice owners to completely customise the appearance of any document generated within the platform. This includes Letters of Engagement, Letters of Disengagement, Professional Clearance letters, and any ...