General
Has my client signed a document or approved a signing request
We often get questions about whether a client has actually signed an engagement letter or approved a signing request. We get it, it's tricky on first glance as you can't quite see the ESIG over the document You'll receive a Notification that your ...
Email Display Name
'Emails show either Forename or hello@ instead of my company name' With Engager, we do our best to ensure that everything mirrors your existing practice, and that includes emails and how they're displayed to your end-client. We've realised that ...
Can't send an email from Engager
If you get any issues like this, your first port of call will be your settings along with the error message received - you'd be surprised how helpful these can be! Make sure you review your Company Information page -Email Communication - Practice ...
Companies House doesn't link / sync
'my data isn't syncing' From time to time, we'll get clients saying that they're client's data isn't pulling down the information from Companies House. First thing to check will be in your settings - it's all part of the basic set up but it sits at ...
64/8s - HMRC Agent Authorisation
Coming soon! We're working hard to implement the ability to have 64/8 agent authorisation using the Engager platform As of January 2025, it's over to HMRC to approve our development tools / credentials etc - we've done all we can for now! Any news ...
How to Access the Browser Console and Identify Red Error Messages
The Console is a tool in web browsers used to view messages about the webpage’s behaviour, including error messages (usually highlighted in red). Follow these steps to access the Console, identify red error messages, and take a screenshot. For Google ...
Married Couples, Portals, Sharing Email addresses & E-signing
Married Couples Portals and E-signing We often receive requests to see how people can workaround around this in their Engager account, We you to be aware of your responsibilities and risks. Legally speaking, a married person, or anyone else for that ...