Engage By Blueleaf — Pdf

Engage by Blueleaf lets financial advisors quickly capture PDF documents from any webpage and create draft
posts in the Engage CMS — ready for review, targeting, and publishing to clients.

Features:
• Detect PDFs on any webpage automatically
• Capture and upload PDFs with one click
• Create draft posts directly from captured PDFs
• Target specific clients or client groups before publishing
• Search and select individual viewers for precise targeting
• Upload PDFs from your local computer
• Secure authentication via Blueleaf SSO or direct login
• Background session management — stay logged in across browser sessions

How it works:
1. Navigate to any webpage containing a PDF
2. Click the Engage extension icon
3. Select your audience (all clients, specific viewers, or tags)
4. Click "Create Draft Post"
5. Open the draft in Engage CMS to review and publish

This extension is designed for financial advisors and staff at firms using the Blueleaf wealth management
platform. It requires an active Engage CMS account.