Engage guides
Here you will find guides to the most common features and user journeys
- Engage - walk-through video
- Initial registration v5
- Creating folders
- Uploading files & Bulk Upload
- Moving files and folders
- Re-ordering files and folders
- Creating users
- Managing User roles
- Magic Links (admins)
- Sharing Magic Links to files and folders (admins)
- Edit magic link name (to shorten URL)
- Magic Link (users)
- Engage user roles explained
- Viewing documents in Engage
- Q&A - Project Owners
- Q&A - end users
- Search
- Bookmarks
- Changing your password
- Deleting Users
- Assigning permissions via Groups
- Folder permissions
- Downloading documents
- Downloads - folders & projects
- Request Document Map
- Tasks
- Switching Projects
- Two-factor authentication
- Engage: access requirements & troubleshooting tips