Engagement letters can be created in bulk from a spreadsheet or CSV, then bulk sent to clients together from the Engagement Letters page. Every imported letter is create as a draft, so nothing reaches a client until you send it.
This feature is currently in beta testing. Contact us on the support live chat to get it enabled for your account.
Before you import
Two things need to be set up in Socket first, or rows in the file will not match:
Engagement letter templates: the name in the Engagement Letter Template column must match the name of an existing template.
Team members: the Creator Email must belong to an active team member who has accepted their invitation to Socket, and the Owner Email must belong to a team member who exists in Socket.
The same list appears inside the import window under Click for tips to ensure a smooth import.
Starting an import
Go to Engagement Letters.
Select More Actions, then Import.
The Import Engagement Letters window opens, holding the template downloads, the file upload area, the client creation setting, and the tips panel.
Filling in the template
Download the template from the import window linked 'template file here'. This gives you a spreadsheet, and template as a CSV here gives you the same columns as a CSV.
The template holds a column for the client's details, the primary contact, the engagement letter templates names from your account, the start date, the creator and owner, and the services covered by the letters in your account.
Uploading the file
Drag the completed file into the upload area, or select Drop a file here or click to choose one and pick it.
Below the upload area, Create new clients without confirmation controls what happens to clients in the file that Socket cannot find. When it is selected, those clients are created automatically. When it is left clear, you get the chance to map them to existing clients instead, which covers clients already in Socket under a different name.
With Create new clients without confirmation selected, a client whose name in the file differs from their name in Socket is created as a second, separate client record.
Running the import
Start Import stays unavailable until a file is attached. Select it once the file is in place.
Every engagement letter created by an import is created as a draft only. Importing does not send anything to a client.
Sending imported letters to clients
Imported drafts appear in the list on the Engagement Letters page and can be sent together.
Select the letters using the checkboxes on the right of each row.
Select Bulk Actions, then Send to Clients.
