In Documents you can upload document templates and prepare them for your appointments in advance.
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:
Below you can find a list of all features you can use to edit and change an open document
|Navigates you back to the overview screen
|Downloads the current document
|Saves a copy of the current document
|Changes the cursor back to a normal mouse
|Changes the cursor to an erasor, which you can use to remove drawings
|Changes the cursor to a marker, where you can paint on the screen. The drawing will disappear after 30 seconds.
|Changes the cursor to a drawer, where you can paint on the screen. The drawing will be permanent.
|Draw a reactangle over the screen
|Draw a circle over the screen
|Draw an arrow over the screen
|Insert a text into the document
|Undo the last action
|Redo the last undone action
|The clear button clears all changes made to the document (Note: it does not clear fields which have been filled out by a user).