To access the engagement details navigate to Engagements on the left side navigation. From here you can either choose all engagements, In Progress or Completed. Once you've located your engagement click on it and the engagement details panel will open on the right hand side of your screen.

The top panel will let you know the engaged contact, the template used, the security level, and the current status of the engagement. PreciseFP also tracks the progress on each page of the engagement, both in percentage of data filled in and time spent (click on the more drop down).

Engagements that are not yet completed will allow you to enable or disable the notification messages and will allow you to copy the engagement link. (Click on Customize to edit and enable/disable)

Engagements that include uploaded documents will show a “Uploaded documents” list below the main details. Clicking on download all will download all documents at once.

Engagements that are signed electronically will show a “E-signatures” list below the main details. Clicking an entry from the list will download the signed document.

The engagement history section gives you access to past versions of the same engagement. Clicking on an entry will let you preview it and/or print it.

Did this answer your question?