OverSuite

How to find and add a new scope to your Engagement Letter suite.

Find and add new Engagement Letter Scopes to your library

Understanding the importance of liability caps and how these work in your Engagement Letters.

Liability Caps

Learn where to edit specific content areas that make up your Engagement Letters.

How to edit the Engagement letter content in OverSuite.

Find out where to go to edit the email content that is sent out once an engagement letter has been signed.

How to edit the emails that are sent after an Engagement Letter has been accepted

Find out how to send the notification email that lets you know who has signed their Engagement Letter, to more than one team member.

How can I send the 'WAHOO' email to more than one team member?

Engaging with Clients for M&A or Specialist Advisory Using OverSuite

Russell Henderson

How to set up and configure your engagement letters in OverSuite

Engagement letters

Understand who needs to sign what when sending a Letter of Engagement using OverSuite.

When should I request authorisation of the LoE and/or Privacy Notice and who from?

Understand why it is best practice to assign a nominated individual when sending your Letters of Engagement.

What is the purpose of the nominated individual?

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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