- Navigate to the Client’s File
- Go to the “Clients” section.
- Find and open the relevant client record.
- Locate the Letter of Engagement
- In the client file, scroll down to the Registration Section.
- Select the Option to Re-Send/Request Resigning
- Look for the option labelled “Request LoE Re-Sign”. (this will only show if there is a date entered in the Letter of Engagement Signed Field)
- This lets you send a new signing request, even if the client already signed a previous version.
- Send for Electronic Signature
- Confirm and send the updated LoE for e-signature to the client.
- The client will receive an email link to review and sign the revised document.
- Monitor Signing Status
- Track the status in the client file (you’ll see pending, signed, or awaiting action).