To use PPC’s Engagement Letter Generator™ for creating an engagement letter, follow these steps in order:
In Checkpoint Tools, open a template from the PPC's Engagement Letter Generator folder.
From the PPC menu, select Create New Workpaper to select a template that is appropriate for your engagement.
To use PPC’s automated customization features, select Customize a Letter from the PPC menu, which will launch the PPC Letter Customizer. See the steps below on using the PPC Letter Customizer.
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.
CAUTION: Be careful about running the PPC Letter Customizer a second time. It is recommended that you do not run the dialog again on a letter that has been closed because of the risk of unintended modification of the letter content.
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.
After all changes have been made, prepare your document for printing by clicking Finalize for Printing from the PPC menu. (This function will permanently change your document.)
Print the letter onto your firm’s stationary, if needed.
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.
On the Additional Paragraphs tab, select optional or alternate language to include in the letter by selecting each respective check box.
Notes:
To see an example of the optional/alternative language, click on the “?” icon next to the respective text.
The optional text is inserted permanently into the document, so it must be deleted manually.
Click OK to insert the content and apply the customized settings you entered.