Ethical letter templates

OnboardMe have created the ability to customise templates for all requests that are sent to clients, in order for your practice to execute professionalism and to maintain consistency.

We have three templates to customize:

• Emails - Any emails that you send from Onboardme, either externally to clients, or internally within your practice. This will be the body of your email, which will contain your own custom information and branding.
• Engagements - Engagement requests that are sent to your clients, outlining the work that will be carried out for them, along with all the details that they need.
• Ethical Letters - Sent to your new clients' previous accounting service providers, so that you can move forward with them, while complying with industry requirements.

To select the template that you would like to customize, select the "Templates" option from the menu, and then click on the template type that you would like to customize, "Emails", "Engagements" or "Ethical Letters".

When you select "Ethical Letters", this will take you to the "Ethical Clearances" page.

Select the Email Template that you would like to customise, by clicking on the block below "Select Template to Edit" and selecting a template from the list.

Once you have selected a template, the "Template Name" will appear

You can edit that subject email name by clicking on the block and changing the wording

Now you can go ahead and customise the wording in the body of the email.

The [...] fields will be automatically filled in with the information when an email is sent out.

If you would like to create a new template, click "New Template" at the top right hand side

"Create a New Template" page will pop up

 Now you can add in a template name and create a brand-new template suited to your needs.

Once you click "Save", the template that you created will be added to your templates list for future use.