Add a letter or memo
You can create blank text documents as part of your work in an engagement file. There are two types of text documents available: letters and memos.
Staff members can create checklists in the engagement and make modifications to letters/memos that they have created.
Firm authors can create letters/memos in the firm template and make modifications to letters/memos that they have created.
Note that:
-
Staff cannot delete letters/memos that come with their Cloud App or modify existing content in those letters/memos. However, they can include additional content in them.
-
Firm authors cannot delete letters/memos that come with their Cloud App. However, they can suppress them in the firm template so they do not show in the engagement.
-
Firm authors cannot modify existing content in the letters/memos that come with their Cloud App. However they can include additional content in them.
To add a letter or memo:
-
Select Add (
) at the documents page, then choose Letter or Memo. -
Select Edit (
) to start adding content.
To start modifying an existing letter or memo, open the document and select Edit ().
