To access engagement details, navigate to Engagements in the left-side navigation. From here, you can either choose all engagements, In Progress, or Completed under Form Engagements. 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 description of the engagement, which can be edited by clicking on the pencil and paper icon.
Clicking the View engagement (appears on completed engagements) or the View/Edit engagement button opens the engagement in preview mode.
If the engagement has been closed you will see a Reopen button. Clicking this will allow access to the client again as long as they have the link to the engagement. If you click this button you can then click the Send button that will appear to resend the engagement back to the client as this does not happen automatically when clicking the reopen button.
PreciseFP also tracks the progress on each page of the engagement, both in percentage of data filled in and time spent.
Click the 'more' dropdown to see percentages per page of the engagement.
In progress or Not Started form engagements can be manually closed by you by clicking on the close button.
If you wish to send the link of the form engagement to your client/prospect directly, from your own mailbox, you can copy the link to it here.
Engagements that are not yet completed (In Progress or Not Started) 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)
To resend the In Progress or Not started form engagement again, click on the Resend button under the New Engagement email.
Engagements that include uploaded documents will show an Uploaded documents list below the main details. Clicking on a each document to download it, or click Download all to download a zip file with all documents.
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 an entry lets you preview and/or print it.
