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How to Edit, Update, Remove Engagement Letter
How to Edit, Update, Remove Engagement Letter

Managing your engagement letter in SmartWiz is simple. Follow these steps to edit or remove it as needed.

Angelica Acebes avatar
Written by Angelica Acebes
Updated over 2 weeks ago

Steps to Edit or Delete an Engagement Letter:

  1. Click on your name in the upper-right corner of the screen.

  2. Select Settings from the dropdown menu.

  3. Navigate to the Engagement Letter tab.

  4. Here, you can preview the engagement letter.

  5. If you need to make changes, update the content as needed.

  6. To remove the engagement letter, delete the text and click Save to apply the changes.

Important Note:

  • If leaving it blank doesn’t fully remove it, try adding some spaces before saving.

Following these steps ensures that your engagement letter is updated or removed as required.

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