Set Client Engagement Instructions

ValueLink offers the ability to set client engagement instructions. To understand how to set client's engagement instructions on client's profile please follow the steps below: 

1. From the Dashboard, click on Admin followed by Clients to open the Manage Clients interface. 

2. Using the filter select the client whom you would like to import fee on the client profile for. 

3. On the Manage Client Information screen, click on Actions followed by Set Engagement Instructions. 

4. On the Engagement Instructions For screen you will need to select the Order Type Group and Order Type. 

5. Fill in the space with the engagement instructions and once complete click on Save Engagement Letter Text.