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Navigation path: Documents

Purpose

In Documents, you can upload document templates and prepare them for your appointments in advance.

Feature description

Types of documents

TeamViewer Engage distinguishes between two types of documents: My Documents and Company Documents. My Documents are your personal document templates. Company Documents are usually uploaded by your organization and are available to all employees as templates.

Preparing or pre-filling a document

By clicking on an uploaded document, you can pre-fill and save it:

Edit options

Below you can find a list of all the features you can use to edit and change an open document

Feature Description

Arrow

Draw an arrow over the screen

Back

Navigates you back to the overview screen

Circle

Draw a circle over the screen

Clear

The clear button clears all changes made to the document (Note: it does not clear fields which have been filled out by a user).

Download

Downloads the current document

Draw

Changes the cursor to a drawer, where you can paint on the screen. The drawing will be permanent.

Eraser

Changes the cursor to an eraser, which you can use to remove drawings

Marker

Changes the cursor to a marker, where you can paint on the screen. The drawing will disappear after 30 seconds.

Mouse

Changes the cursor back to a normal mouse

Rectangle

Draw a rectangle over the screen

Redo

Redo the last undone action

Save copy

Saves a copy of the current document

Text

Insert a text into the document

Undo

Undo the last action