You may want to look to edit the email content that is sent out to both you and your client once the Engagement Letter has been accepted.

If you head to Configure > Engagement Letters > Emails, here you will find the email content to edit.
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Within your emails section you have two tabs for the different acceptance options, so you can look to configure the specific emails that are sent out depending on the acceptance type.
There is content provided in the email sections already, which we have carefully put together for you, however you may want to configure these to suit your firm.
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Within each tab you have the option to edit the client email content, additional signatory email content and also the Staff Email content.
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​Client email content
This is the email that is sent to the primary contact of the Engagement Letter, once the Engagement letter has been accepted.

Additional Signatory email content
This is the email that the additional signatories of the Engagement Letter will receive once the Engagement Letter has been accepted.
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Staff email content
This is the email that the staff member who created the Engagement Letter will receive, when the Engagement Letter has been accepted.
We refer to this as the "WAHOO" email.

Within the staff email section, you can also look to additionally email this to another staff member too, in case there's another person who also needs to be notified that a client has accepted their Engagement Letter.
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If you have any questions, please reach out to us! 😃