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<p>Navigation path: <code class="code codeInline" spellcheck="false" tabindex="0">eMeetings + tab: Overview</code></p><h2 data-id="purpose">Purpose</h2><p>The eMeetings overview is your central view in the Sales Suite. In this view, you see your upcoming appointments, can upload documents and create or start new appointments.</p><h2 data-id="feature-description">Feature description</h2><div class="embedExternal embedImage display-large float-none">
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<h2 data-id="new-appointment">New Appointment</h2><div class="embedExternal embedImage display-large float-none">
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<p>From the overview, you can create a new appointment (description of the process in <a href="https://docs.chatvisor.com/docs/user-manual/sales-suite/preparing-emeetings_appointments" rel="nofollow noreferrer ugc">Appointments</a>) or start an Instant Appointment. With the immediate appointment you immediately open a meeting link which you can share with a conversation partner e.g. via email without long configuration.</p><h2 data-id="planned-appointments">Planned Appointments</h2><div class="embedExternal embedImage display-large float-none">
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<p>In the lower right corner you see a list of all planned appointments, which you can easily join from this view.</p><h2 data-id="document-templates">Document Templates</h2><div class="embedExternal embedImage display-medium float-none">
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<p>At the bottom left you can upload and prepare document templates to have them available once needed during an appointment. TeamViewer Engage distinguishes between two types of documents: Moderator document and standard document. Standard Documents are usually created by your organization and are available to all employees as templates. The Moderator Document is your personal document template.</p><p>📌<strong>Note</strong>: Moderator Documents will soon be renamed to “My Documents”, Standard Documents to “Company Documents”)</p><h2></h2><p><br></p>
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