Signing Engagement Letters

Select the engagement letter in your My To-Do List section.

Review & Sign opens a preview of the letter.

After the letter preview is open, select the checkbox next to "Agreed to the Above Document" at the bottom of the page.

Select Mark Complete to send the Task back to your firm.

Once you have signed, it automatically notifies the firm and is sent back to them for review - no additional steps necessary!

The Task will be moved to the Pending Review tab on your Tasks page.