Introduction to Engagements
Engagements are set by your client and are a way to represent a project, department or scope of work. Your client may utilize multiple engagements or none at all.
Each engagement can have their own eligibility requirements (like e-signatures or document uploads). You'll be notified of any required documents for an engagement on your home page.
If your client has assigned you to an engagement, you can see it by navigating to Get Paid > Clients, and clicking on a the specific client you're working with.
β
There you'll be able to review any existing engagements and their requirements.
Clicking an individual requirement will show you the steps required to complete it.
β