FAQ’s
Understanding the Text Messaging Feature in Client Engager
Client Engager's text messaging functions on a one-way system, similar to notifications from banks. When you send a text to a client, it appears as co...
Managing Duplicate Email Addresses During Client Data Import
To accommodate clients sharing an email address, such as a married couple using the same email, Client Engager offers a straightforward solution. Appe...
My client can’t log into their portal
If your client struggles to login they will get an error message “Unknown fetching error -code 400” This error either means they are using the wrong ...
How do I invite my client to their portal?
If your client struggles to login they will get an error message “Unknown fetching error -code 400” This error either means they are using the wrong ...
How can you review completed checklists of jobs or review audit trails for completed jobs?
To access the completed checklists for each service or the audit log you go to the client by clicking their name under the client view, then click on ...
Is there a way to see how many clients have been invited/signed up to the portal?
There’s a widget on the dashboard to show you this insight. If you can’t see the widget you may have hidden it, to unhide it, go to the cog on the top...
Where can I find the portal link to share with my clients or to put on my website?
To find your portal link for your firms client portal click on settings, scroll down on the left hand menu to the heading “portal” and lick on general...
Can you move files into new folders?
To move files from one folder to another, open the folder the file is currently in, in the top right of the screen press “start selecting”, tick the f...
Is there an alert you can set, letting you know when a client uploads files in the portal?
To enable notifications when a client uploads documents to the client portal got to settings then find and click notifications on the left hand menu a...
Why can’t I see all my email subfolders in Client Engager?
There is a limit on the number of subfolders and the number of levels the Microsoft API allows APIs to access. We pull the maximum information we can ...
How do firm’s do fee reviews in Client Engager?
Our top tip is to create a fee review service that reoccurs when you set it to for each service, make sure you mark it as an internal service so it do...
How can I 'uncomplete' a job i have already completed?
To undo a job that you have already completed go to the client in question, then click client summary, then scroll down to the services section and fu...
How does Client Engager count clients towards the subscription limit?
Client Engager only looks at “active clients’ for the count to the subscription client count. We do not count: contacts, a contact is someone related...
How does the e-signing of a document look?
Documents e-signed in Client Engager, as with other practice management, tools takes the approach of the client signing off the whole document by typi...