How to Guides
Full of step by step guides and videos
Getting Started - 10 Step set up guide
- 1 of 10 Simple Steps to Setup Client Engager
- 2 of 10: Customize Your Documentation with Ease
- 3 of 10: Organize Your Services and Dashboard
- 4 of 10: Streamline Processes with Effective Checklists
- 5 of 10: Notifications, User Mentions, Custom fields and Forms
- 6 of 10: Craft Your Pricing to Perfection
Getting Started
- Self Assessment Service, Forms, Payment Reminders, Payment on Account and Automation
- How to Add a New User to Engager
- Getting Started with the Engager Client Portal
- How to customise your dashboard
- How to set up your firm's information and preferences
- Overview of Client Engager
Settings - Documents
- Document Designer: Customising Your Documents
- Introducing Proposal Plus: A Smarter Way to Manage Proposals and Engagement Letters
- Ad Hoc (adhoc) Documents and PDFs
- Setting up your professional letter of clearance
- Creating Esign Templates
- How to create and edit a Letter of Engagement within Engager
Settings - Services
Settings - Pricing
Settings - Other
- The importance of keeping your Engager account secure with Password Resets and 2 Factor Authentication
- Turning on two factor authentication
- How to manage folder structures in Client Engager
- Creating and managing Users, Departments and their Permissions in Client Engager
- Using Custom Fields
- Setting up default terms
Clients - CRM
Clients - Client Portal App
Clients - Folders, Files & E-Signing
Clients - Navigating the Client Menu
Clients - Setting Up & Maintaining a Client
Clients - Agent Authorisation 64/8
Jobs Board
- Tasks, Reminders and Managing your To Do List
- Completed Jobs Report
- The Phase Progress Bar
- Master your Deadlines and Jobs
- User Mentions
- How to create a checklist
Automations
Communication
- How to Set a 'Display Name' in Gmail for Engager Integration
- Automatic Email Linking in Engager
- How to Add Linked Images to Document and Message Templates in Engager
- How to use Texts, SMS Messages
- How To Manage Emails In Client Engager
- How to integrate and manage your emails in Engager, for Gmail and Microsoft365 / Outlook (M365)
Forms
Partners and Integrations
- TaxCalc Integration - Phase 1
- Using the Xenon Integration in Engager
- Getting Started with Adfin Payments in Engager
- Engager x FreeAgent Integration: How It Works
- Using Crezco in Engager
- How to use Armalytix in Client Engager
Time Tracking
FAQs
- UK Payroll Year-End Checklist
- Why Your SMS Sender Name May Be Rejected (and How to Fix It)
- Companies House Compliance: What You Must Do in 2025 and Beyond
- Adding Files to your Client Portal via the Engager Mobile Application
- What to do if your Engager account has been hacked
- Can I add a new Status