eMeeting Preparation - Documents

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 features you can use to edit and change an open document

Button	Action
Back	Navigates you back to the overview screen
Download	Downloads the current document
Save copy	Saves a copy of the current document
Mouse	Changes the cursor back to a normal mouse
Eraser	Changes the cursor to an erasor, 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.
Draw	Changes the cursor to a drawer, where you can paint on the screen. The drawing will be permanent.
Rectangle	Draw a reactangle over the screen
Circle	Draw a circle over the screen
Arrow	Draw an arrow over the screen
Text	Insert a text into the document
Undo	Undo the last action
Redo	Redo the last undone action
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).