How to Manage Engagement Letter Templates on Mercury Network®

Overview

Use Engagement Letter Templates in Mercury Network to create, edit, preview, and assign engagement letters to appraisal products. Templates can include order, client, vendor, and company information and can be configured for UAD 3.6 or legacy appraisal products.

How to Create or Edit an Engagement Letter Template

1. Navigate to the top navigation bar and select Preferences.

2. Select Product Requirements in the dropdown menu.

3. Click the Engagement Letter Templates button in the upper-left corner.

4. Select an existing template to view details or click create new to create a new template.

   1. If creating a new template, enter a name in the Template Name field.

   2. Select a Template type to define its type.

      1. Select Legacy Form Template for older appraisal forms.

      2. Select Products for UAD 3.6 products.

   3. Click OK to generate your template.

5. Type, paste, and format text directly in the editor. You can also copy content from external word processing applications to use in a template.

   1. Use the My Fields, Client Fields, Vendor Fields, or Order Fields dropdowns to merge information from the order into your document.

      Note: The available fields are restricted based on the category you selected in the previous step.

   2. Select Design or HTML to choose the input format for your content.

   3. Click Preview to generate a sample PDF for review.

   4. Click Save to finalize the template and apply it to the designated products.

How to Assign an Engagement Letter Template to a Product

1. From the main Product Requirements page, select each product to apply the new template.

2. From the Product page, click the Statement of Engagement dropdown and select the Engagement Letter template.

   Note: Only 3.6 templates are available in the dropdown for 3.6 products; likewise, legacy templates are restricted to legacy products.

How Engagement Letter Templates Work After Assignment

After you assign an engagement letter template to a product, Mercury Network automatically generates the engagement letter when an order for that product is created. Only templates that match the product category are available for selection, helping reduce errors and ensuring the vendor receives the correct engagement letter instructions.

Outcome

Once these steps are complete, the assigned engagement letter will automatically generate when an order for that product is created. The system ensures that only category-specific templates appear for selection, reducing the risk of errors and ensuring the vendor receives the correct information in the Engagement Letter instructions.