To send an Engagement Letter or Consent to Release Letter, follow the instructions below:
1. Click the +Add New at the upper-left hand side of your screen.
2. Click Task.
3. Click Get a Signature.
4. Select the Account and Client.
5. Select Document Type and the Document (If you chose an Engagement Letter, select a partner and input a fee (or input '0').
6. Select the Partner (Employee signature at the bottom of the letter).
7. Create a custom Subject Line and Description.
8. Click Preview Task.
9. Click Edit to customize the document for the selected clients.
10. Click Save Document (or Update and Save if you edited the letter).
11. Click Create Task.
The letter has now been sent to your client. The Contact can sign the letter from the Mobile App or desktop.