How to use the SE Letter documents (e.g. 1-130 Engagement Letter)?

How to use the SE Letter documents (e.g. 1-130 Engagement Letter)?

What is a SE Letter document?

The SE Letter workpaper is a type of document which allows you to create things like, Engagement Letters (e.g. 1-130), Audit Report (e.g. ) or Management Letters. The Letter provides a basic level of formatting and due to automation towards things like YED (Year-end-date) and Company names, the same letter can be utilised efficiently when a file is carried forward. There is no limit to the number of Letters that can be added to an Agile Audit engagement file.
  1. You can create as many as you want


For example, the Agile Audit template has it’s own default Engagement Letter derived from the appendix of ASA 210. However, if you have drafted your own engagement letter with your own firm’s specifics, you can create your own on top of our default engagement letter.

What are the individual controls on the ‘Format Bar’?


  • Formatting

  • Justification

  • Linking to other areas of the engage (e.g. Year-end, company name, etc)

  • Direct reference to workpapers

  • Hyperlinks

Adding new sections to the letter?

Click on the blue + in between sections to add a new section.

How to adjust the visibility settings?



How to sign-off the letter?

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