Template used to engage the client or prospect.

**Use with caution!**

Engagement data may include client personal and financial information that you do not wish to share with other applications.

**Use with caution!**

The Engagement PDF may include client personal and financial information that you do not wish to share with other applications.

Pdf Template used to engage the client or prospect. Leave blank for any template.

Pdf Template used to engage the client or prospect.

Finds an account by the client's or co-client's email address.

Mobile phone number with country calling code. *(Example: +17167762323)*.

ID of the template to use in the engagement.

The authentication type for this engagement. Only required for High Security Templates.

ID of the client/prospect account to engage.

The contact in the account that will receive the engagement

Allow the secondary contact in the account (if any) to access the engagement.

If the contact should receive the New Engagement Email.

If the periodic email reminders should be turned on for this engagement.

If the contact should receive the thank you email once he completes the engagement.

PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.

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