Cloud App l How to include text areas for firm sign off in engagement letter

How to include text areas for firm sign-off in engagement letter

  Answer:

You can add additional text areas to in order to add content for the firm.
To add a text area:
 

1. Click on the Add section (+) at the end of the last paragraph and select “Text section”.

2. Add content per screenshot below into each text area (Text Area 1):

To add “Select Staff” dropdown click on the “Insert Staff Placeholder” in the edit ribbon.


 

3. Add a new text area, and add the following content for engagement partner (Text Area 2):

To automate the registration number, click on the “Insert Formula” in edit ribbon and insert response from document 101 – Entity / firm information


Add the following visibility conditions for this procedure by clicking on (…) and then “Edit visibility”



 

4. Add a new text area and add the following content (Text Area 3):

            To add the date placeholder click on “Insert Date Placeholder”  on the edit ribbon
  
 

5. Add a new text area and add the following content (Text Area 4):

To automate the firm name, click on “Insert formula” on the edit ribbon and then “Firm Properties”, click on Firm name.

 

6. Add a new text area, and add the following content, please note this is different to step 3 as this relates to firm/ practice (Text Area 5):

To automate the registration number, click on the “Insert Formula” in edit ribbon and insert response from document 101 – Entity / firm information


Add the following visibility conditions for this procedure by clicking on (…) and then “Edit visibility”






 

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