Define the engagement settings

As a member of the engagement team, you can modify the engagement settings for your engagement file. Once you've made your changes, your reviewer can look at the document and verify that it is ready to be finalized to the client.

To access the engagement settings, open an engagement file and select the Information icon () at the top menu, then choose Settings.

Staff members can also customize the following settings for display options and formats in an engagement file:

Customizations made by staff members are maintained when the engagement file is carried forward.

Note: The customize fonts and headings feature is only available for Settings Admin role or similar. For more information, see Access the product settings.