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Documentation Pack Details

Sohini Chakraborty
  • Updated

The Documentation Pack includes five customizable letter templates that can be electronically signed or printed and sent to clients for signature. This pack is available for use across all jurisdictions, including Ireland, the United Kingdom, and Northern Ireland.

The list of letters available in the Documentation Pack are:

  • Engagement Letter
  • Representation Letter
  • Letter to Solicitors Re Balance Sheet
  • Letter to Solicitors Re Documents of Title
  • Bank Confirmation Letter

Where the client has multiple Solicitors or Banks, a letter for every Solicitor/Bank will be automatically generated, based on the Solicitors and Banks setup in the Compliance Database.

Engagement Letter

To view the default Engagement Letter under Documentation Pack, select Show Audit Engagement Letter from Compliance Database > Documentation Pack.

You can modify the content for this letter as per your requirement.

Representation Letter

To view the default Representation Letter under Documentation Pack, select Show Representation Letter from Compliance Database > Documentation Pack.

You can modify the content for this letter as per your requirement.

Letter to Solicitors Re Balance Sheet

To view the Letter to Solicitors Re Balance Sheet under Documentation Pack, select Letter to Solicitors Re Balance Sheet from Compliance Database > Documentation Pack.

This letter will be visible only if Solicitor Details are added under Compliance Database. You cannot modify the content for this letter.

Letter to Solicitors Re Documents of Title

To view the Letter to Solicitors Re Documents of Title under Documentation Pack, select Letter to Solicitors Re Documents of Title from Compliance Database > Documentation Pack.

This letter will be visible only if Solicitor Details are added under Compliance Database. You cannot modify the content for this letter.

Bank Confirmation Letter

To view the Bank Confirmation Letter under Documentation Pack, select Bank Confirmation Letter from Compliance Database > Documentation Pack.

This letter will be visible only if Bank Details are added under Compliance Database. You cannot modify the content for this letter.

  1. On the Documentation Pack page, click the e-signing verification logo present next to the respective letter to be sent for E-Signing.
  2. In the E-Sign window, click Continue.
  3. In the Confirm Signatory Details window, verify the details of the signatories and click Next.
  4. In the Send for E-Signing window, click Send for E-Signing.
  5. In the Confirmation window, click Send to send the letter for E-Signing.
  6. The document is successfully sent for E-Signing.
  7. The E-Signing verification logo turns to amber once the E-Signing process commences.
  8. If the E-Signing process remains incomplete for the letter, you can send a reminder to the respective signatories. To send the reminder, click Resend. You can either resend the reminder to a specific or all signatories, as applicable.
  9. If you want to recommence the E-Signing process, click Reset. Once reset is completed, the E-Signing verification logo will turn blue.
  10. Access the provided email addresses and click the links provided to complete the E-Signing.
  11. Enter the access codes sent to your given mobile numbers for the respective email addresses and click Continue.
  12. As this letter is not legally bound and is created for demonstration purpose, Click OK.
  13. Click Click to sign at the bottom of the letter and enter the values and corresponding amounts in the Schedule-1 section to proceed with the E-Signing. 
    This format is only applicable for the Solicitors Re Balance Sheet letter. If there is 
    any non-applicable matter, enter N/A or Nil in the respective fields.
  14. Add your signature in the desired format and click Insert.
  15. The electronic signature is successfully added to the letter. Click Continue to proceed.
  16. Click I agree to submit the electronically signed document.
  17. The document is successfully submitted.
  18. An acknowledgment email will be sent to each of the signing members in their respective email addresses as mentioned in the Compliance Database > Client Details > Solicitors and the E-Signing verification logo will turn to green.
  19. Click the E-Signing verification logo to view the signing completion details. To download the signed letter, click Download Signed Document.

     

THIS IS A FULL LIST OF ALL THE LETTERS CONTAINED IN THE DOCUMENTATION PACKS OF THE RELEVANT TEMPLATES (APPLICABLE/NOT)
      ENGAGEMENT LETTER REPRESENTATION LETTER SOLICITORS LETTER(S) BANK
# Template Jurisdiction Audited Unaudited Audited Unaudited Re Balance Sheet Re Documents of Title Confirmation Letter
1 Company UK/NI + IE Available Available Available Available Available Available Available
2 Sole Trader UK/NI + IE Not Applicable for UK/
Available for IE		 Available Not Applicable for UK/
Available for IE		 Available Available Available Available
3 Charity UK/NI + IE Available Available Available Available Available Available Available
4 LLP UK/NI + IE Available Available Available Available Available Available Available
5 Farmer UK/NI + IE Not Applicable for UK/
Available for IE		 Available Not Applicable for UK/
Available for IE		 Available Available Available Available
6 Credit Union UK/NI + IE Available Not Applicable Available Not Applicable Available Available Available
7 Club UK/NI + IE August release Available August release Available Available Available Available
8 School IE Not Applicable August Release Not Applicable August Release Not Applicable Not Applicable Not Applicable
9 Academies UK + NI Not Applicable Not Available Not Applicable Not Available Not Applicable Not Applicable Not Applicable
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