Record an engagement in Aiwyn when the client signs it somewhere else — on paper, in a meeting, or through another system.
Mark a letter as sent manually
- Go to Engagements.
- Select a letter with status Draft.
- Select Send to client.
- Choose Manual engagement.
- Select Send to client to confirm.
No email goes to the client. The letter stays invisible to them until you execute it.
Execute it
- Select the manual engagement from the list.
- Select Execute manually.
- Upload the PDF of the signed letter.
- Add internal notes if useful.
- Confirm or add signatories from the client's available contacts.
- Record whether a signature was collected, and the date it was signed.
- Select Save.
The status changes to Executed.
What happens on execution
- The engagement partner, engagement manager and any collaborators receive the executed notification email with the PDF attached.
- The client receives nothing. No email is sent at any point in a manual engagement.
- Signatories you added can now see the letter in their client portal.
- Any outstanding client task, such as saving a payment method, is bypassed.
Related
- Electronic and manual engagements compared
- Engagement statuses and transitions