Countersigning an engagement letter ensures that both the client and your legal team have acknowledged and agreed to the terms.
Once the client has completed the signup form and signed the engagement agreement, you’ll navigate to the ‘Clients’ menu and find the specific client in question.
1. Access Documents
Go to the ‘Documents’ section under the client’s profile.
Locate the engagement letter waiting for signatures.
2. Countersign the Engagement Letter:
Click on the engagement letter to view its details.
Click the ‘Sign’ button.
After signing, click ‘Submit’.
3. Verify the Document:
Go back to the client’s profile.
Ensure the engagement letter is marked as executed and ready to go.
By following these steps, you ensure that the engagement letter is countersigned and fully executed, allowing your client to proceed within the Fidu platform.