Settings
In this section, you will find guides on how to use settings in Client Engager
Documents
How to add and customise document templates
In this step-by-step guide we walk you through customising document templtes
Letter of Engagment Templates
In this video we take a look at setting up and editing your own letters of engagement templates
Creating Esign Templates
In this video we take a look at how to create e-signing templates and how to then use them in Client Engager
Seting up your professional letter of clearance
In this step-by-step PDF guide we walk you through setting up your letter of professional clearance template
Other
Setting up default terms
In this step-by-step PDF guide we walk you through how to set up your default terms
Using Custom Fields
Custom fields enable you to stroke any data you wish in Client Engager, each custom field becomes a place holder automatically and a filter in the cli...
Creating and managing users in Client Engager
In this step-by-step PDF guide we walk you through how to add a new user from your firm.
How to manage folder structures in Client Engager
I this video we look at how to manage your folder structure in Client Engager there's also a step-by-step PDF guide
Turning on two factor authentiaction
Here we look at how you enable 2FA or two-factor authentication to increase security of your login
Services
How to link services and service schedules
In this video we take a look at how to link services to the service schedules you create
Workflows, Phases and Checklists
In this deep dive we take a look at how services, phases and checklists work in Client Engager. These are the key steps in workflows and in this video...
Creating Service Groups
Service groups help organise services and each group becomes a widget on the dash board. In this step-by-step guide we walk you through how to Create...
Adding new services in Client Engager
In this step-by-step PDF guide, we walk you through how to add a new service to Client Engager. Here is a video showing you how to add new services