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Setting up your professional letter of clearance

How to configure setting up your professional letter of clearance in your Engager account

You set up the points in your professional clearance letter in Settings > Document content > Professional Clearance Letter points. Engager uses these points to generate the Professional Clearance Letter you send to your client’s previous accountant.

  1. In your Settings, head to the Document content card and select Professional Clearance Letter points.
  2. In Point contents, enter the text for each item you request and details you need from the accountant.
  3. Under Applies to:, check the services that this request is relevant to, or tick all services.
  4. To reorganise the sections, click on the 6 dots under the point number.
  5. To delete a section, select the red bin.
  6. To add a section, press the plus symbol (add a point below).
    First Professional Clearance Letter point with its Point contents box highlighted, the services it applies to ticked, and the reorder, delete and add icons highlighted
  7. Click on Save at the bottom of the page.