Overview - TeamViewer Support
<main> <article class="userContent"> <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"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6032394/uploads/R62AKACTZRZ7/image.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6032394/uploads/R62AKACTZRZ7/image.png" alt="image.png" height="892" width="1896" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <h2 data-id="new-appointment">New Appointment</h2><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6032394/uploads/NP8X55OXY315/image.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6032394/uploads/NP8X55OXY315/image.png" alt="image.png" height="138" width="929" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <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"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6032394/uploads/XQBUX8VQS5V6/image.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6032394/uploads/XQBUX8VQS5V6/image.png" alt="image.png" height="147" width="739" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <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"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6032394/uploads/KLWO44NXBDSL/image.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6032394/uploads/KLWO44NXBDSL/image.png" alt="image.png" height="545" width="350" loading="lazy" data-display-size="medium" data-float="none"></img></a> </div> </div> <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> </article> </main>
