Engage

General information

• What is Engage?
• Accessing Engage in the browser
• Using Engage from Templafy Library
• Document settings

Sharing documents

• Uploading and sharing documents
• How to share documents as a team?
• Share with others
• How to edit the participant role after sharing a document?
• How to revoke access to shared documents?

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Collaborating on documents

• Collaborating in Engage
• How to use comments in Engage?
• How to use annotation tools in Engage?

Manage documents

• Manage documents
• How to search and filter documents in Engage?
• How to download a document?
• How to cancel or republish a document?
• How to delete a document?

Insights and analytics

• What is Insights?
• Using the Insight tab
• Using the Activity tab
• Using the Participants tab

Security levels

• What are the security levels?
• Security level: Anyone
• Security level: Anyone with a password
• Security level: Anyone in the organization
• Security level: Specific people