Client Representation Letter Highlights
 
Client Representation Letter Highlights
1
Show/hide sections
1. Show/hide sections
Click on the folder icon to show or hide sections within the Client Representation Letter.
2
Express button options
2. Express button options
Right-click on the Express button () to view the available paragraph and section options. Use the Express button to insert new paragraphs, sort the paragraphs within a section, insert page breaks and delete existing paragraphs.
3
Enter signatory name
3. Enter signatory name
Use the checkbox next to the signatory name to skip or print the signature block. Select the signatory name from the popup menu or enter the name manually in the input field. The signatory name is populated from the contact information completed in the Engagement Properties dialog.
4
Signature date
4. Signature date
If you have selected to show the signature dates from the options menu, then you'll see this area. Either set the date to default to the letter date or use the date picker to choose an alternative date.