Change the
Organizer
Engagement letter

There is a default engagement letter that you can print with the
Organizers
. It's separate from the
Engagement letter
that prints with the return, so if you made changes to that one, you may want to consider editing the
Organizer Engagement letter
.
  1. Go to
    Setup
    and select the entity you want to edit the letter for.
  2. Go to the
    Organizer
    tab.
  3. Select
    Letters & Emails
    in the
    Documents
    section.
  4. Select the engagement letter, then
    Open
    .
  5. Edit the letter.
  6. Select
    Document
    , then
    Save
    to save your changes.
  7. Select
    Document
    , then
    Exit
    .

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