We are continuously updating OverSuite with new templates. You might also want to add a template to your library that you did not need when you set the system up.
Here's how you can find and add a new scope to your library of Engagement Letters.
Step 1. Go to your Engagement Letter Suite
From Configure > Engagement Letters, select Engagement Letter Suite within the left hand tab.
Step 2. Review your available scopes
On this page, you will see a button allowing you to review the available OverSuite scopes.
This will list all of the templates you have not previously added, including any new ones we have released.
Step 3. Add new scopes to your system
Add new scopes you need by selecting them and saving your changes.
These will be automatically included in your Engagement Letter Suite.
Step 4. Produce your Engagement Letter
The new scopes will appear when creating a new engagement letter, beneath Letter of Engagement to use. With any scope, ensure you also include the correct services (and service schedules) by selecting them in your engagement letter creation tool.
(You can add new services and service schedules to your library from your line items page)