The Documentation Pack includes 5 letter templates which can be electronically signed or printed and sent out to the client for signing. This Documentation pack is currently only applicable to Republic of Ireland Company 1.3 Template clients.
The list of letters available in the Documentation Pack are:
- Audit Engagement Letter
- Audit Representation Letter
- Audit Letters to Solicitors Re Balance Sheet
- Audit Letter to Solicitors Re Documents of Title
- Audit 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.
Audit Engagement Letter
To view the Audit Engagement Letter under Documentation Pack, select Show Audit Engagement Letter from Compliance Database > Documentation Pack.
By default this particular letter is available in BrightAccountsProduction. You can modify the content for this letter as per your requirement.
Audit Representation Letter
To view the Audit Representation Letter under Documentation Pack, select Show Audit Representation Letter from Compliance Database > Documentation Pack.
By default this particular letter is available in BrightAccountsProduction. You can modify the content for this letter as per your requirement.
Audit Letters to Solicitors Re Balance Sheet
To view the Audit Letters to Solicitors Re Balance Sheet under Documentation Pack, select Audit Letters 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.
Audit Letter to Solicitors Re Documents of Title
To view the Audit Letter to Solicitors Re Documents of Title under Documentation Pack, select Audit 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.
Audit Bank Confirmation Letter
To view the Audit Bank Confirmation Letter under Documentation Pack, select Audit 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.
Steps for E-Signing
- On the Documentation Pack page, click the e-signing verification logo present next to the respective letter to be sent for E-Signing.
- In the E-Sign window, click Continue.
- In the Confirm Signatory Details window, verify the details of the signatories and click Next.
- In the Send for E-Signing window, click Send for E-Signing.
- In the Confirmation window, click Send to send the letter for E-Signing.
- The document is successfully sent for E-Signing.
- The E-Signing verification logo turns to amber once the E-Signing process commences.
- 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.
- If you want to recommence the E-Signing process, click Reset. Once reset is completed, the E-Signing verification logo will turn blue.
- Access the provided email addresses and click the links provided to complete the E-Signing.
- Enter the access codes sent to your given mobile numbers for the respective email addresses and click Continue.
- As this letter is not legally bound and is created for demonstration purpose, Click OK.
- 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. - Add your signature in the desired format and click Insert.
- The electronic signature is successfully added to the letter. Click Continue to proceed.
- Click I agree to submit the electronically signed document.
- The document is successfully submitted.
- 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.
- Click the E-Signing verification logo to view the signing completion details. To download the signed letter, click Download Signed Document.