Client Communications

Add client contacts to send document requests

You need to add client contacts to Engagement Manager to send document requests.
You can add client contacts before you create a document request or you can also add client contacts while creating a new document request.
  1. Sign in to Engagement Manager, choose an engagement, then select the
    Communications
     tab.
  2. Select Manage contacts
    Manage contacts
    .
  3. Select
    Add
    .
  4. Complete the required fields, then select
    Save
    .

This article applies to:

  • Product: Cloud Audit Suite