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Engagement letter generator

Use the Engagement Letter Generator

You can use the PPC's Engagement Letter Generator to create and customize an engagement letter.
  1. In Checkpoint Tools, open a template from the
    PPC's Engagement Letter Generator
     folder.
  2. From the
    PPC
     menu, select
    Create New Workpaper
     and select a template for your engagement.
  3. To use PPC's automated customization features, select
    Customize a Letter
     from the PPC menu, which will open the
    PPC Letter Customizer
    .
    1. On the
      PPC Letter Customizer
       window, enter your preferences on each of the tabs, including letter format, sender information, client information, and other details about the engagement.
    2. On the
      Additional Paragraphs
       tab, select optional or alternate language to include in the letter by selecting each respective checkbox.
      note
      • To see an example of the optional language, select the
        ?
         icon next to the respective text.
      • The optional text is inserted permanently into the document, so it must be deleted manually.
    3. Select
      OK
       to insert the content and apply the customized settings you entered.
  4. Review the letter for any content that was omitted or entered incorrectly in the
    PPC Letter Customizer
    . If necessary, run the
    PPC Letter Customizer
     again, or make the changes manually.
    important
    Be careful about running the
    PPC Letter Customizer
     a 2nd time. We don't recommend running it again on a letter that has been closed because of the risk of unintended modification of the letter content.
  5. Review the letter and make additional changes as needed to reflect your firm's preferences and the unique circumstances of the engagement. Be alert for any additional fields or bracketed items indicating that more detailed customizing is needed.
  6. After all changes have been made, prepare your document for printing by selecting
    Finalize for Printing
     from the
    PPC
     menu.
    This function will permanently change your document.
  7. Print the letter onto your firm's stationary, if needed.