Signed Engagement Letters

Once the engagement letter has been signed, it is moved to the Signed EL subsection. For each signed Engagement Letter, the following information is available:

  • Date Created – You may view the date when the letter was created.
  • Date Signed – You may view the date when the letter was signed.
  • Amount – You may see exactly how much you will be charged for the services listed in the engagement letter.

Viewing Signed Letters

You can easily view signed letters in your browser. Click View Signed EL to open the engagement letter.

Downloading Signed Letters

You can download PDFs of signed engagement letters for current or completed jobs.

  1. To save an engagement letter to your computer or device, click View Signed EL, browse to the bottom of the screen, then click Download PDF Copy of Engagement Letter.
  2. When prompted, choose where you would like to save the file, then click Save.
  3. When the download finishes, you will usually see it appear at the bottom of your browser window. Click on the file name to open it.

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