1. Go to Settings > Templates along the top of the screen.

2. All templates will appear. Select New Template > Custom Letter of Engagement Template as below.

3. Scroll through to enter text into the relevant sections and enter a Template Name. You can use the dropdowns for Account Variables and Client Variables to paste in so that the templates update for each specific client. 

4. Select Preview Template at the bottom to preview. Once finished, click Save Template.