Document Designer: Customising Your Documents

Document Designer: Customising Your Documents

Engager’s Document Designer feature empowers practice owners to completely customise the appearance of any document generated within the platform. This includes Letters of Engagement, Letters of Disengagement, Professional Clearance letters, and any ad hoc PDFs.

A short video showcasing Document Designer:

 

1. Accessing the Document Designer

You can access the Document Designer by navigating to Settings > Document Design. It is available across all subscription levels at no extra cost. However, please ensure you have admin rights to make changes.

2. What Can You Customise?

Document Designer gives you full control over every visual element of your documents, allowing you to:

  • Upload custom imagery and logos
  • Adjust logo sizes
  • Customise fonts (type, size, colour)
  • Modify margins to fit your design preferences
  • Select content to be displayed on covers, section covers, headers, and footers

You can start your designs from scratch or use one of the six built-in templates available within the platform.

Example of the customisation screen with options to select fonts, images, and margins:

 

3. Supported Document Types

Document Designer allows customisation for the following types of documents:

  • Letters of Engagement
  • Letters of Disengagement
  • Professional Clearance letters
  • Ad hoc PDFs

These custom designs will automatically be applied when generating PDF documents within the Client Record.

Example of a Letter of Engagement generation screen:

 

4. Sharing and Collaboration

Once a document design is finalised, it is automatically shared across your entire practice. Team members do not need to manually share designs, ensuring consistency across all documents generated by your firm.

View of a Professional Clearance Letter design:

5. Exporting and Sharing Documents

Once a document is ready, you can:

  • Export it as a PDF
  • Share it directly with your client through email, any preferred communication method, or via the Engager client portal for a seamless experience.

 

6. Common Troubleshooting

If you experience any issues or need help using the Document Designer, feel free to contact our support team by emailing contact@engager.app.

 

If you're looking for Ad Hoc Documents and PDFs read on - https://help.engager.app/hc/en-gb/articles/23087900564370-Ad-Hoc-Documents-and-PDFs

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