refer to the steps below on how to update the Engagement template:
Click on Engage, Send New Engagement, Load Saved Engagement and select Load.
Click Next twice to navigate to Tab 3 Preview.
From the Preview window, select Download the Word document and make changes.
Click Next in the ChangeGPS screen.
In the Collate tab, remove all documents by clicking the X next to each one. This ensures the template can be updated with the new Word document.
Drag or Upload the saved Word document that has been modified, click Next
Click on Save Wizard, Overwrite or Save As to suit your requirements.
Update the template to suit your requirements.
