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

To do this, navigate to 'Settings' and find the following named sections on the left menu:

1. Company Information
2. Default Terms & Policy
3. Document Layout

4. Users - guide attached