Letters and Other Forms
-- Firm Author --
Placeholders for standard letters are included in the template. Firms can add their own wording to meet requirements for their relevant jurisdictions and firm preferences.
Additional letters can be created using an existing letter as a base.
How Do I?
- Creating a new letter
- Creating a new management letter
- Creating a new flat form
- Creating a Risk Report
- Creating a Control Matrix
- Creating a Partner and Manager Summary Report