---
title: Customising Templates
description: "Document templates can now be customised for the individual client when sending engagement letters and fetch requests. ## Engagement Letters Once you have Created a [New Request](https://seamlss.com.au/help/add-clients/), you can add Engagement Letters to the Request. Fill out the details to…"
url: "https://seamlss.com.au/help/customising-templates/"
updated: "2026-09-13"
category: "Re-Engage"
---

# Customising Templates

Document templates can now be customised for the individual client when sending engagement letters and fetch requests.

## Engagement Letters

Once you have Created a [New Request](https://seamlss.com.au/help/add-clients/), you can add Engagement Letters to the Request.

Fill out the details to [add a client](https://seamlss.com.au/help/add-clients/) as normal.

When you arrive at the **Engagement Letter** section, choose the [document template](https://seamlss.com.au/help/creating-engagement-templates-with-seamlss/) from the drop-down menu.

![](https://seamlss.com.au/wp-content/uploads/2025/02/image-3.png)

Then select the grey **Customise Template for this Request** button.

![](https://seamlss.com.au/wp-content/uploads/2025/02/image-2.png)

Here, you can personalise the template using the editing window.

![](https://seamlss.com.au/wp-content/uploads/2025/02/image-4.png)

The editing window has a toolbar at the top for Undo, Redo, **Bold**, *Italic*, and Underline.

![](https://seamlss.com.au/wp-content/uploads/2025/02/image-7.png)

There are three options for bullet point styles and six options for numbered list styles.

![](https://seamlss.com.au/wp-content/uploads/2025/02/image-8.png)

![](https://seamlss.com.au/wp-content/uploads/2025/02/image-9.png)

You have the option to increase or decrease the indent.

![](https://seamlss.com.au/wp-content/uploads/2025/02/image-10.png)

![](https://seamlss.com.au/wp-content/uploads/2025/02/image-11.png)

The three dots at the end of the toolbar will show additional options for adding a link or table, or viewing the source code.

![](https://seamlss.com.au/wp-content/uploads/2025/02/image-12.png)

As you edit, you will be able to see a preview of how the email will appear.

![](https://seamlss.com.au/wp-content/uploads/2025/02/image-13-1024x816.png)

When you are finished, click the green **Done** button. This will apply the changes for this client only, and will not affect the template.

![](https://seamlss.com.au/wp-content/uploads/2025/02/image-14-1024x112.png)

If you want to use this version of the template again letter, you can save a new template by giving it a name in the **My Template** text area, then clicking the blue **Done, save as new template** button. This will create a copy and the original template will remain unchanged.

![](https://seamlss.com.au/wp-content/uploads/2025/02/image-15-1024x116.png)