Welcome to step 1 of 10 in our Engager setup series!

In order for you to have the best possible start to life with using the Engager software, we recommend that you work through our 1-10 steps one by one. Doing this before importing your clients, is vital to a fast start and for you to see the benefits of Engager quickly. 

So let's set the foundations by entering your company information, defining default terms, customising your document layout and setting up your users of application

 

Select 'Company Information' then work through EVERY option, one by one - every field has a purpose and if you skip any, it could have a knock on effect in your Engager account, 

One of the most import steps is entering the Country of Origin, as this can impact your ability to use the Companies House features