htk9876
Level 1

Hi!

             Thank you for your response regarding sending batches out in Safe Send.       I found what worked for me is that I generated a generic engagement letter with what I had in Lacerte.  Than I converted it to a pdf file.    I than loaded that into Safe Send and than downloaded into the batch organizers under additional files to be signed.    This way it was added to each one in the batch file when they were sending out.   Still working on the signing order.  

0 Cheers