FAQs
- Tasks - how they behave and how can I find old / completed tasks
- Clients and Jobs on Hold
- API Connections
- Automated Emails, using company or personal email addresses to send
- Companies house updates, what we’ll check for you and what you need to do to accept the change
- Transferring Jobs and Re-allocating phases to another member of the team / leaving / left?
- How does the e-signing of a document look?
- How does Client Engager count clients towards the subscription limit?
- How can I 'uncomplete' a job I have already completed?
- How do firms do fee reviews in Client Engager?
- Why can’t I see all my email subfolders in Client Engager?
- Is there an alert you can set, letting you know when a client uploads files in the portal?
- Can you move files into new folders?
- Where can I find the portal link to share with my clients or to put on my website?
- How to see how many clients have been invited/signed up to the portal?
- How can you review completed checklists of jobs or review audit trails for completed jobs?
- How do I invite my client to their portal, reminding clients of their login details
- My client can’t log into their portal / Password reset