Engager – Settings & Configuration
Configure your Engager account — services, pricing, documents, forms, and firm-wide preferences.
Documents
- Setting up your professional letter of clearance
- How to create and edit a Letter of Engagement within Engager
- Creating Esign Templates
- Creating a Document for ESigning
- Ad Hoc (adhoc) Documents and PDFs
- Document Designer: Customising Your Documents
- How to create and edit a Letter of Engagement within Engager
- Creating and customising Letters of Engagement
- How to add and customise document templates and Letters of Engagement
- Introducing Proposal Plus: A Smarter Way to Manage Proposals and Engagement Letters
Other
- Email Footers and Outboxes
- Can I forward emails in Engager
- Creating and managing Users, Departments and their Permissions in Engager
- The importance of keeping your Engager account secure with Password Resets and 2 Factor Authentication
- How to use placeholders in message templates
- Settings for the client portal
- How to Add Linked Images to Document and Message Templates in Engager
- Configuring emails when not using an API
- Turning on two factor authentication (2FA)
- How to manage folder structures in Engager
- Email Display Name
- How to Set a 'Display Name' in Gmail for Engager Integration
- Client Mobile App - Push Notifications
- Automatic Email Linking in Engager
- Using Custom Fields
- How to integrate and manage your emails in Engager, for Gmail and Microsoft365 / Outlook (M365)
- How To Manage Emails In Engager