With the Engager mobile app, your clients can now easily download files you’ve shared with them. Follow these steps to guide your clients through the process once they are logged into the app.

Step-by-Step Guide

Step 1: Select the Profile

• If your client manages multiple profiles, they should select the appropriate profile for which they wish to view the records.

Step 2: Access the 'Documents' Section

• From the main screen, they need to select 'Documents'. This is where all the shared files are located.

Step 3: Choose the Correct Folder

• Next, they should select the folder that contains the document they want to download.

Step 4: Download the File

• Once they find the correct file, they need to select the file and then tap 'Download' in the bottom right corner of the screen.

Tips for Clients

• Keep Files Organised: Encourage your clients to keep track of where they save the downloaded files for easy access later.

• Reach Out for Help: If they face any difficulty downloading a file, reassure them that they can get in touch for assistance.

Troubleshooting

If your client experiences issues while trying to download a file, they can try the following:

• Check Connectivity: Ensure they have a stable internet connection when attempting to download files.

• Navigate Back and Retry: If the 'Download' button doesn’t appear, they can try navigating back to the folder and selecting the file again.

This guide should help your clients confidently download any files you share with them, providing them with quick and easy access to the documents they need.