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How to manually update engagements as signed and completed

Follow these steps to manually mark engagement letters as signed and completed when clients have signed using an external solution

  1. From the Engage dashboard, find the engagement letter for the client
  2. Click the "Actions" button on the same row on the right
  3. From the options select the "Confirm Signed Document"
  4. Optionally also select "Confirm Engagement Complete" to change the status to Completed