Uploading and sharing documents

About this article

In this article, we will explain how to upload documents to your Engage web page and share documents with recipients. 

• Uploading documents
• Sharing document

Prerequisites 

Uploading documents

1. Go to Engage in the web browser yourcompany.templafy.com/engage
2. Click on the Share tab and start your upload from here
3. As shown on the screenshot below, drag a file or select one from your computer

Page preview of uploads

When a document has been selected or dragged in, a page preview is generated on the left side. When preview generation is completed, the document is ready for the next steps in the process. The preview generation is confirmed with a All set! status, like seen in the example below:

Document title

By default, Engage fetches the title from your document. 

If you want to edit the title of the document, you can do so by typing a different name in the text field under Document title, before you click Next. The document title will be visible to recipients. 

Sharing document

To share a document with recipients you can choose either of two options

1. Type recipient's email address 
2. Get link

Sharing with email address(es)

When sharing a document with specific recipients, this will allow you to have an overview of their individual interactions with the document through Engage Insights.

1.  Type in the recipient(s)'s email address(es) in the text field. You can add multiple recipients, just hit enter after each email address added or add a space between the email addresses
2. Once at least one email address has been added, you can manage the settings and add annotations. 
3. Additionally, you can
   • Add a message to the email that will be sent to the recipient by clicking + Add a message
   • Edit the settings of the document that will be shared by clicking Change settings
   • Add annotations to the document that will be shared by clicking Annotate
4. Click Share document
5. After you've hit Share document, your document will be sent to the recipients and also uploaded to My documents

You can also share with more recipients after the document has been shared already: Share with others

Get link

Get link will allow you to share a link to this document, instead of entering specific email addresses, you will get an overview of the activities performed on the document but all recipients will be shown as "Anonymous" in Engage Insights.

1. Click on Get link 
2. Click Copy
3. Paste the link wherever you need to share the link to the document.
4. After you've hit Copy, your document will be uploaded to My documents tab 

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