There are two options for personalizing an engagement letter in Hub:
- use an existing engagement letter (a "template")
- create a new engagement letter
Using an Existing Engagement Letter
1. Open the ProFile application.
2. Select the "Hub" option from the "Goto" menu in the top toolbar.
3. Hub opens, displaying a list of clients. Identify the client to whom you want to send an engagement letter (e.g., "John, Alexis"). Click the "Invite" button associated with the client.
4. The "Invite Clients to Use Link" window opens. Select the "Edit" link from the "Engagement Letter" option.
5. The "Edit Engagement Letter" window opens. Click the drop-down menu at the top of the window; a list of existing templates already created displays:
6. Select the template engagement letter to send to the client. Additional edits may be made in the editing window. To save any new changes, select the "Add" button above the editing window.
7. Click the "Done" button; the letter saves.
8. Click the "Invite" button in the "Invite Clients to Use Link"; the engagement letter is sent to the client.
Adding a New Engagement Letter
1. Navigate to the client list in Hub. Identify the client to whom you want to send an engagement letter (e.g., "John, Alexis"). Click the "Invite" button associated with the client.
2. The "Invite Clients to Use Link" window opens. Select the "Edit" link from the "Engagement Letter" option.
The "Edit Engagement Letter" editing window displays:
3. Edit the letter content as required.
4. Click the "ADD" button above the letter content to save the engagement letter for future use.
The user is prompted to save the new template:
5. Enter the name of the new template (e.g., "Basic Engagement Letter").
6. Click the "OK" button; the new template is saved in the menu and the content may be entered.
7. Click the "Done" button; the template saves. It will be available under the drop-down menu when creating future engagement letters.
8. Click the "Invite" button in the "Invite Clients to Use Link":
The engagement letter is sent to the client.