lisa10
Level 2
01-11-2021
12:26 PM
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Hi,
We noticed just after inviting all clients to Intuit Link for the year that there was one incorrect date in the Engagement Letter. Is there a way to go in and edit what was sent out to the clients in Intuit Link like you can with a request?
Alternately, what's the best way to add an Engagement Letter as a request in Intuit Link without all of the clients getting an email? Though not ideal, we could go in an delete the incorrect one and add a new one...
Totally a case of checked SO many times that they eyes just totally skipped it on this one, but we want to get it right.
Thanks!
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