Go to Engagements > All Engagements. Locate the In Progress or Not Started engagement that you want to close. Click on the engagement. On the engagement details panel that opens on the right-hand side, click on the close button.
Note: This will cease all email reminders once the engagement is closed and will also remove their access to it.
If you have the Thank you email enabled for the engagement, manually closing it will send that email to the client.
If you wish to provide the client access to the engagement again, click the re-open engagement from the top navigation. This will also start email reminders again.
Please also note that re-opening does not automatically send the engagement to the client again.
However, it does allow them to access it if they still have the original link to the engagement. If they do not, you will be able to click the Resend button to resend the email with a link.
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