Pages in Engage are lightweight notes organized in a central knowledge space. They keep key insights, meeting takeaways, and client details in one place – visible to everyone who needs them.
Before you begin
- Pages are single-level notes.
- Saving is manual, and each save overwrites the previous one. Version history is not available.
- When multiple people edit at the same time, a conflict note is created automatically.
- Search applies only to page titles; content is not indexed.
Create a page
- Open the room.
- Go to the Pages tab.
- Click
New.
- Add a title and enter your content.
- Click Save.
ℹ️ All room members receive an email notification when a new page is created.
Manage pages
- Edit content
- Comment
- More options
- Click the pencil icon
.
- Hover over a text block.
- Click the
icon to add text, apply formatting, or insert tables and images.
- Insert images from your computer or SecureCloud; for other file types, use links.
- Use the drag handle
to change text color or delete a block.
- Click Save to apply your changes.
Click the icon to leave feedback or start a discussion.
ℹ️ See detailed instructions on commenting.
Click the three dots to:
Rename – Change the page title.
Duplicate – Create a copy with the same content and original creator info.
Copy link – Share a direct link that is only accessible to room members.
Delete – Permanently remove the page. This action cannot be undone.