Engagements are client/prospect submissions of a template you made available to them. Every time a client/prospect is engaged, a new engagement record is created in this section. 

You can access your engagements by clicking on engagements from the left side navigation. You'll then be able to click on All Engagements or In Progress or Completed.

Each engagement will store the data collected and can be previewed or printed exactly as your client left it. Some engagements may include uploaded documents, and even electronic signatures.

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