Define the engagement settings
As a member of the engagement team, you can modify the engagement settings for your engagement file. Sobald Sie Ihre Änderungen vorgenommen haben, kann Ihr Reviewer einen Blick auf das Dokument werfen und bestätigen, dass es zur Übergabe an den Kunden bereit ist.
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.
