Getting Started
In this section you will find guides on how to get started with Client Engager
How to add email templates
Navigate to 'Settings' On the left menu, scroll down to the 'Communication' section and then select 'Message Templates' Select 'New Template' Enter a ...
How to use the client portal in Client Engager
In this video we take a look at what our clients can see in their portal. For more portal tips and settings please visit the resources saved under Cl...
How to Get Started
Our top tips for getting started and setting up Client Engager are to go to the settings menu and start working through each tab on the left-hand menu...
How to build an AML process in Client Engager
In this video we look at how you can use custom fields to create a AML Risk assessment questionnaire. We would encourage you to consider using Xama ...
OnBoarding a client
In this video we look at how to onboard new clients as they sign up to your services. Remember this is just a recommendation and you can build your ow...
Importing Clients
The quickest way to get your client into Client Engager is to use the client import tool in the settings. In this video we look at how to use the Imp...
Overview of Client Engager
In this video we take a look at Client Engager at a high level, show you where all the key features are.
How to set up your firm's information and preferences
In this step-by-step PDF guide we walk you through setting up your Firm's details and prefrences in Client Engager
How to customise your dashboard
In this step-by-step guide we walk you through customising your dashboard