When an Engagement Letter or Consent to Release Letter is signed by a client, it automatically saves to the Contact and Account File section.
After the letter is signed and the task is marked complete by the client, the task creator receives the completed task and signed document.
To edit a signed letter's file name, year, and tag:
1. Click into the completed Get a Signature Task to open.
2. Click signed_document.pdf below the Attachments box.
3. Click the edit icon in the upper right-hand corner.
4. Edit File Name, Tags, and Year.
5. Click Save Changes.