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Adding Engagement Letters to an Organizer Project in Truss

Engagement letters help formalize your relationship with clients and ensure all project details are agreed upon. In Truss, you can easily add engagement letters to an organizer project to streamline communication and documentation.

Jamie Hancock avatar
Written by Jamie Hancock
Updated over 2 weeks ago

Step 1:

  1. Click on your Name in the top-right corner of Truss.

  2. Select Templates from the dropdown menu.

  3. Click Engagement Letter Templates to view, edit, or create new templates.

Step 2:

  1. To use an existing letter, click on an Engagement Letter already built in Truss.

  2. To start fresh, click Create New Engagement Letter to build a new letter from scratch.

Step 3:

  1. Ensure the Everyone Must Sign box is checked by default.

  2. Confirm that the option to automatically add this engagement letter when projects are created using the “Upload Your Organizer” feature is enabled.

  3. Verify that your Engagement Letter has been updated to the right tax year.

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