dclearyea
Level 2

Hello!  Is there a way to include the new engagement letter with the organizer?   I only see the letter choice for the organizers as the standard client letter.  

 

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itonewbie
Level 15

This article, particularly the section for "How do I add an engagement letter for TY18 and prior" might help.

https://proconnect.intuit.com/community/help-articles/help/using-client-letters-in-proseries-profess...

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Still an AllStar

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dclearyea
Level 2

Thank you very much!  

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itonewbie
Level 15

NP, @dclearyea.

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Still an AllStar
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