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:

1. Select Add () at the documents page, then choose Letter or Memo.

2. Select Edit () to start adding content.

To start modifying an existing letter or memo, open the document and select Edit ().