In this article we will go over how to send engagement letters
- There will be step by step instructions with screenshots included with each step.
- There will also be a video tutorial that you could follow along with as well.
Let’s get Started!
Step One:
Navigate to the main screen in the Truss portal and click on your name in the top right. From there a menu will pop up and there will be a button titled “Engagement Letter Templates”. Select this button.
Step Two:
After selecting the option previously mentioned you will be taken to the page depicted in the image below. A quick disclaimer: you don’t need to add your logo, signature, and letterheads. These will auto populate. You will also have the option to input different contact fields into the engagement letter as well(example of first and last name below). From there you can just copy and paste the body of your engagement letter into the text box.
Step Three:
Once the engagement letter has been created and saved in the template you can go into any project and click “Add new” then input your engagement letter for the client to fill out.
Step 4 (optional):
If there are multiple signers, you must check this box in order for the document request to be complete.
