There are times when you'll need to prepare an official looking document for a client, that has company branding / logos, addresses etc and so we've developed an Ad Hoc (adhoc) Document feature within your Engager account.

You could use this feature for anything from reports for your client, a letter confirming figures for a mortgage application or a simple letter. 

To get this set up in your Engager account, you will need to spend time in the Document Designer area first. 

So head on over to Settings - Document Design - Ad-hoc PDF

If you've already set up your LOEs / Professional Clearance documentation etc, and you're happy with the themes / logos etc, simply select 'copy design from' then select your finished document

This will then pull through the colours / branding and theme, previously used throughout your Documentation and this will keep everything uniform and professional. 

Then hit SAVE at the bottom

Once you're happy with the designs, this will now be ready for you to use in your Engager account as a PDF

Where to locate PDFs in Engager and how to use

As these are specific to your client, locate the appropriate client. 

Then head down to Documents - Files

The thinking being is that you're going to save these documents against your client record and potentially you'll want them to APPROVE the document and so this is why AD Hoc PDFs are here. 

If you can't see the options to create the PDF, don't panic, you need to select the folder destination first. 

Select where you want to create the PDF and then NEW PDF

From here, you can start to craft your new PDF document. Do you want a cover letter, should you include the headers and footers etc



We've handily built you an option to pull through any of your existing documents into your new PDF. So if you want to use an existing template, simply select from the dropdown:

This will then populate the document. You can then edit to your hearts content. 

Or why not create your PDF from scratch? You have full functionality similar to preparing a word document.  

Top Tip - if you want to use this new PDF template again, simply hit 'create new template from current document'

You can also upload images into your PDF and copy and paste existing images into your document

There's a rather handy resizing tool also, so with a bit of trial and error, you can get your sizing and position spot on

When you're satisfied everything looks perfect, simply hit 'generate pdf' at the bottom of the page

This is an example without cover letter.

You can then download or print off the document or once saved, notify the client directly