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.

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.

Engagements that include uploaded documents will show a “Uploaded documents” list below the main details. Clicking a document from the list will download it.

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.

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