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EngageOne™ Communicate Help Guide
  1. Home
  2. Communications

    Explains how to create and manage communications for various channels

  3. Document
  • Introduction

    Provides an overview of EngageOne™ Communicate.

  • Help videos

    Provides links to a number of short video clips that show how to use different features of EngageOne™ Communicate.

  • Initial screen

    Describes the initial entry screen for EngageOne™ Communicate

  • Beta functionality

    Explains how to use beta features

  • Administration

    Explains how to manage users, teams and client credentials

  • Projects

    Explains how to manage projects in EngageOne™ Communicate

  • Communications

    Explains how to create and manage communications for various channels

    • Email
    • SMS Text Message
    • Document
      • PDF generation performance
      • Create New Document
      • Create Document Based on Template
      • Example of creating a document
    • Chatbot
    • Video
    • Tables
    • Repeating data in tables
    • Personalizing communications
    • Version history
    • Applying conditions
  • Reporting

    Explains how to view and download statistics on projects and specific communications

  • Audience Analysis

    Explains how to see various statistics relating to the audience

  • Data Sources

    Explains how to manage data sources for communications.

  • Templates

    Explains how to create and manage templates

  • Asset Library

    Explains how to manage the EngageOne™Communicate Asset Library, including Design Schemes

  • API Usage

    Provides an overview of the EngageOne™ Communicate REST API, with links to the Swagger API documentation for more details

  • Support

    How to contact Precisely Support

  • Copyright

    The Copyright notice

Document

EngageOne™ Communicate enables you to easily create personalized PDFs and send them to your recipients.

For a series of short video clips on creating PDFs, see Help videos: PDF communications.

When you select Document from the Create New (communication) screen, the following screen is displayed:

You can either create a new document or create a document from a Base Template.

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