How to Bulk Send Engagement Letters:
Select Bulk Actions from the left navigation.
Select Get Signature.
Filter contacts by Entity, Relationship, Account Owner, or search by Account Name.
Check the boxes next to contacts to receive an engagement letter.
You can select up to 100 contacts at a time (25 contacts per page).
Select Next Step.
Complete the Fields:
Due Date: Sets automated reminders.
Task Owner: Defaults to you.
Document Type: Select Engagement Letter.
Select Document: Choose your custom template.
Select Partner: Add a firm signature (or select an employee).
Fees: Enter a fee amount or type "0."
Subject Line: Customize or use the default.
Description: (Optional) Add additional notes.
6. Select Preview Document.
7. Select Edit (top-right) to update the letter for all recipients if needed.
Edits apply only to this instance, not the saved template.
8. Select Save Document.
9. Select Create Document.
Review the Recipient List:
Remove a recipient: Select the trashcan icon.
Edit individual letters: Select the eye icon → Edit.
10. Select Send Document.
Track the status of letters from the Tasks Page.
How to Send a Single Engagement Letter:
Select +Add New → Task → Get a Signature.
Select the Account and Contact.
Choose the Document Type and specific Document.
If Engagement Letter, select a Partner and enter a Fee (or type "0").
Select the Task Owner.
Set the Due Date (or make it recurring if needed).
Customize the Subject Line and Description, or select a default option.
Select Preview Task.
Edit the document if needed → Save Document (or Update and Save).
Select Create Task.
Track the status from the Tasks Page.
If you need a new engagement letter in Liscio, please attach a Word Doc of your engagement letter and send it to our support team.
How Clients Sign Engagement Letters:
Open the letter from My To-Do List or the Tasks page.
Select Review & Sign.
Review the document preview.
Check Agreed to the Above Document.