Create your Customer Engagement Letter from scratch

Step 1: Access DocHub to set up your Customer Engagement Letter.

Begin by accessing your DocHub account. Utilize the advanced DocHub functionality at no cost for 30 days.

Step 2: Go to the dashboard.

Once logged in, head to the DocHub dashboard. This is where you'll create your forms and manage your document workflow.

Step 3: Design the Customer Engagement Letter.

Click on New Document and choose Create Blank Document to be redirected to the form builder.

Step 4: Design the form layout.

Use the DocHub tools to add and configure form fields like text areas, signature boxes, images, and others to your document.

Step 5: Insert text and titles.

Add necessary text, such as questions or instructions, using the text tool to assist the users in your document.

Step 6: Configure field properties.

Alter the properties of each field, such as making them compulsory or arranging them according to the data you expect to collect. Assign recipients if applicable.

Step 7: Review and save.

After you’ve managed to design the Customer Engagement Letter, make a final review of your document. Then, save the form within DocHub, send it to your chosen location, or distribute it via a link or email.