There are two options for personalizing an engagement letter in Hub:
- Use an existing engagement letter template
- Create a new engagement letter
Use an existing engagement letter template
- Open ProFile.
- Select Hub from the Goto menu in the top toolbar. Hub opens, displaying a list of clients.
- Identify the client to whom you want to send an engagement letter. Click the Invite button associated with the client.
- The Invite Clients to Use Link window opens. Select the Edit link from the Engagement Letter option.
- The Engagement Letter window opens. Click the drop-down menu at the top of the window; a list of existing templates displays.
- Select the engagement letter template to send to the client.
- Additional edits can be made in the editing window. To save any changes, select Add above the editing window.
- Click Done. The letter is saved.
- Click the Invite button in the Invite Clients to Use Link window. The engagement letter is sent to the client.
Create a new engagement letter
- Navigate to the client list in Hub. Identify the client to whom you want to send an engagement letter.
- Click the Invite button associated with the client. The Invite Clients to Use Link window opens.
- Select the Edit link from the Engagement Letter option. The Edit Engagement Letter window displays.
- Edit the letter's content as needed.
- Click the Add button above the letter's content to save the engagement letter for future use.
- Enter the name of the new template.
- Click the OK button. The new template is saved in the menu and the content may be entered.
- Click the Done button. The template saves and will be available under the drop-down window when creating future engagement letters.
- Click the Invite button in the Invite Clients to Use Link window. The engagement letter is sent to the client.