This guide provides general operational information for Canadian organizations. It is not legal advice, and it does not determine whether a specific document or process is legally appropriate.
Use the approved version
Prepare a controlled template and identify who owns changes to legal or commercial language.
Name the engagement clearly
Use an agreement name that helps the client and your team recognize the matter without exposing unnecessary sensitive details in email.
Retain the accepted record
Keep the completed letter, completion evidence, and relevant delivery history together.
A practical next step
Test the workflow with a non-sensitive document and your own test recipient. Check the current Help centre for step-by-step instructions and screenshots before using it for a real agreement.