What
How to get started using Engagement Letter (EL) templates in Truss.
Why
Automate hours worth of EL prep by using Truss to send ELs in bulk with a matter of a couple clicks.
Add EL to Existing Project:
Add EL to Existing Project:
Note: With this method you can edit the EL to customize for the client!
Select your Template:
New Project with an EL
New Project with an EL
Click "New Request"
In the Request Documents section, start typing the name of your EL template (or the name of a full checklist template that contains the EL template).
Select from the Dropdown suggestions
