Personalize an engagement letter using Hub in ProFile

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

1. Open ProFile.
2. Select Goto and then Hub. Hub will open, displaying a list of clients.
3. Identify the client to whom you want to send an engagement letter. Select Invite associated with the client.
4. The Invite Clients to Use Link window opens. Select the Edit link from the Engagement Letter option.
5. The Engagement Letter window will open. To see a list of existing templates, select the dropdown menu.
6. Select the engagement letter template you want to send to the client.
7. Additional edits can be made in the editing window. To save any changes, select Add above the editing window.
8. Select Done. The letter will save.
9. Select Invite in the Invite Clients to Use Link window. The engagement letter will be sent to the client.

Back to top

Create a new engagement letter

1. Navigate to the client list in Hub. Identify the client to whom you want to send an engagement letter.
2. Select Invite associated with the client. The Invite Clients to Use Link window will open.
3. Select the Edit link from the Engagement Letter option. The Edit Engagement Letter window will display.
4. Edit the letter's content as needed.
5. Select Add to save the engagement letter for future use.
6. Enter the name of the new template.
7. Select OK. The new template is saved in the menu and the content may be entered.
8. Select Done. The template saves and will be available under the dropdown window when creating future engagement letters.
9. Select Invite in the Invite Clients to Use Link window. The engagement letter will be sent to the client.

Back to top