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Covers two workflows: selecting and editing an existing engagement-letter template and sending it to a specific client, and creating a brand-new engagement letter by editing content, saving it as a reusable template, and confirming completion. Includes navigation via the Goto menu, client selection, invitation links, template selection, saving actions, and sending the finalized letter to recipients.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/personalizing-an-engagement-letter-in-hub/278149/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/personalizing-an-engagement-letter-in-hub/278149.png","ImageObject",442,249,{"name":88,"@type":89},"Paura","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-18","2026-09-15",true,{"@type":98,"interactionType":99,"userInteractionCount":35},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"How can an existing engagement letter template be personalized and sent in Hub?","Question",{"text":108,"@type":109},"Open ProFile, choose Hub from the Goto menu, select the client, then use Invite to open the Invite Clients to Use Link window. From the Engagement Letter option, select Edit, pick the template, make edits if needed, save with Add, and send by clicking Done and Invite.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What steps are required to create a new engagement letter template in Hub?",{"text":113,"@type":109},"From the client list in Hub, select the Invite button and open Edit under the Engagement Letter option. Edit the letter content, save it using the ADD button, provide a template name, confirm with OK, finish with Done, and send via the Invite action.",{"name":115,"@type":106,"acceptedAnswer":116},"Where is the new engagement letter template stored for future use?",{"text":117,"@type":109},"After saving the new template by naming it and clicking OK, it is stored in the drop-down menu. It becomes available when creating future engagement letters.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},278149,1790191236,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":35,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":73},13056712833777,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","Personalizing an Engagement Letter in Hub  \nThere are two options for personalizing an engagement letter in Hub:  \n􀁸 use an existing engagement letter (a “template”)  \n􀁸 create a new engagement letter  \nUsing an Existing Engagement Letter  \n1. Open the ProFile application.  \n2. Select the “Hub” option from the “Goto” menu in the top toolbar.  \n3. Hub opens, displaying a list of clients. Identify the client to whom you want to send an engagement letter (e.g.,“John, Alexis”) . Click the “Invite” button associated with the client.  \n4. The “Invite Clients to Use Link” window opens. Select the “Edit” link from the “Engagement Letter”option.  \n5. The “Edit Engagement Letter” window opens. Click the drop-down menu at the top of the window; a list of existing templates already created displays:  \n6. Select the template engagement letter to send to the client. Additional edits may be made in the editing window. To save any new changes, select the “Add” button above the editing window.  \n7. Click the “Done” button; the letter saves.  \n8. Click the “Invite” button in the “Invite Clients to Use Link”; the engagement letter is sent to the client.  \nAdding a New Engagement Letter  \n1. Navigate to the client list in Hub. Identify the client to whom you want to send an engagement letter (e.g.,“John, Alexis”) . Click the “Invite” button associated with the client.  \n2. The “Invite Clients to Use Link” window opens. Select the “Edit” link from the “Engagement Letter”option.  \nThe “Edit Engagement Letter” editing window displays:  \n3. Edit the letter content as required.  \n4. Click the “ADD” button above the letter content to save the engagement letter for future use.  \nThe user is prompted to save the new template:  \n5. Enter the name of the new template (e.g.,“Basic Engagement Letter”) .  \n6. Click the “OK” button; the new template is saved in the menu and the content may be entered.  \n7. Click the “Done” button; the template saves. It will be available under the drop-down menu when creating future engagement letters.  \n8. Click the “Invite” button in the “Invite Clients to Use Link”:  \nThe engagement letter is sent to the client.","cbCaid7b9J66lDSR","https://ap.wps.com/l/cbCaid7b9J66lDSR","pdf",593322,6,"English","# Personalizing an Engagement Letter in Hub\n## Using an Existing Engagement Letter\n## Adding a New Engagement Letter","[{\"question\":\"How can an existing engagement letter template be personalized and sent in Hub?\",\"answer\":\"Open ProFile, choose Hub from the Goto menu, select the client, then use Invite to open the Invite Clients to Use Link window. From the Engagement Letter option, select Edit, pick the template, make edits if needed, save with Add, and send by clicking Done and Invite.\"},{\"question\":\"What steps are required to create a new engagement letter template in Hub?\",\"answer\":\"From the client list in Hub, select the Invite button and open Edit under the Engagement Letter option. Edit the letter content, save it using the ADD button, provide a template name, confirm with OK, finish with Done, and send via the Invite action.\"},{\"question\":\"Where is the new engagement letter template stored for future use?\",\"answer\":\"After saving the new template by naming it and clicking OK, it is stored in the drop-down menu. It becomes available when creating future engagement letters.\"}]","Personalizing an Engagement Letter in Hub | PDF",1789507445]