Managing Letter Templates
Letter templates are created by combining paragraphs that are stored in the library. By default, Client Collaboration provides some system templates for 1040 Tax engagement letters. You can use these templates as they are, or you can create custom ones that better fit your firm's workflow. Once you have created a letter, you can reuse it in multiple requests.
You can include up to two signature blocks on a single letter. The Engagement Letter Signed column on the Requests Dashboard can help you track whether one, both, or neither of the signers has signed.