Training and Enablement
2025 Training Sessions
Setting Up Your Collection Table Code
Learn how to set up your collection table code accurately and efficiently to ensure successful tracking of homeowner collections. This process will be demonstrated in Central at the individual community level.
Watch NowProcessing Collections in Central
We will guide you step by step through processing, editing, and printing letters using the Collections module in Central at the individual community level. We'll also review the related reports and discuss how to make collection edits outside the module at the individual property level.
Watch NowSending an Email Blast in Central to Owners with Emails
Learn how to use our 'Send Message' feature to send email blasts—one of the easiest ways to communicate with homeowners. We'll demonstrate this in Enumerate Central and show you how to view email activity at the individual owner level.
Watch NowSetting Up and Editing Letter Templates
Learn how to set up and edit Letter Templates—preformatted letters that can be printed or emailed in bulk. These templates use merge codes to personalize each message with owner and other relevant information, making them appear individually crafted for each recipient. We will be using Microsoft Word and Enumerate Central during the walkthrough.
Watch NowUnderstanding Late Fees and Interest
We will guide you through the different interest calculation methods and how to set up the corresponding codes. We'll also walk through the process of applying interest and late fees to owner accounts using Enumerate Central at the individual community level.
Watch NowSetting up Service Request and Work Order Codes & Work Order Costing
In this webinar, we will guide you through setting up work order codes and associated costs. Note that Service Request codes and Work Order codes refer to the same set of codes labeled as Work Order codes. We’ll be using Enumerate Central at the individual community level.
Watch NowProcessing Service Requests and Work Orders
We will guide you through the process of creating a service request submitted by an owner and converting it into a work order. We’ll also review how to manage associated costs and explain the differences between service requests and work orders. Work orders are typically created for tasks such as common area maintenance or repairs within a specific unit in the community.
Watch NowSetting Up & Using Custom Fields
Learn how to use Custom Fields to track additional data for owners and other entities not currently covered by default fields. We'll use Enumerate Central to show you how to set up Custom Fields and adjust their settings as needed.
Watch NowSetting Up Roles (User Permissions)
Learn how to set up user roles, including read-only access and department-specific permissions. Because roles and permissions are tailored to each client, we’ll walk you through the process so you can confidently create and manage them on your own.
Watch NowStatement Templates Creating & Updating
We will guide you through creating and editing Statement Templates. Since templates are built in Microsoft Word, you have a wide range of customization options to tailor them to your needs.
Watch NowCreating Groups & Committees in Engage
In this webinar, Heath will explore the differences between Public Groups and Private Committees in the Engage platform and show you how to use each effectively within your communities.
Watch NowCreating Dynamic Forms in Engage
Heath will show you how to create Dynamic Forms in Engage, a flexible tool for building surveys, waivers, and contact forms with built-in submission management for community associations.
Watch NowPackages (Builder & Global)
Eve will show you how to create Report Packages, which combine multiple reports into a single PDF for easy sharing with board members. While most of the report parameters tend to be similar, each report can have its own settings.
Watch NowEngage Community Site Options Walkthrough
Heath will review the Community Site options available in Engage. We'll go over Community Pages setup as well as other listed options such as Home Pages, Contact Info pages, and Banner Images.
Watch NowAP Approval Setup for Internal Approvals & Board Approvals
Eve will guide you through understanding and setting up AP Approval. Explore your available options and learn how to configure AP approvals for internal management and/or board members.
Watch NowCentral Attachment Gallery and Importing to Engage
Heath will guide you through the process of setting up documents in the Central Attachment Gallery to ensure they are properly imported into Engage. This setup allows documents to be directed either to the Resources section or the Board Documents section of your Engage site.
Watch NowAR Owner Statements Processing
Eve will guide you through the process of handling owner Statements in Enumerate Central. With a variety of available parameters, we’ll review your options to ensure you can process statements confidently and accurately.
Watch NowOwner/Members Accounts in Engage
Heath will walk you through how to add resident accounts in Engage under Member Accounts, both with and without API integration. This includes sending welcome email invitations, managing resales, and sending post-resale invitations.
Watch NowSetting Up Board Members with Access to Approve Invoices in Engage
Heath will review how to properly set up Board Member Accounts in Central and enable them to approve or deny invoices within the Engage platform.
Watch NowSetting up CCR Codes and Action Processes
Eve will go over setting up CCR Codes and Action Processes.
Watch NowOrganizing Documents within Engage Resources
Heath will review the Engage Resources section and how to properly utilize the Groups, Categories, and Subcategories options to easily organize documents on your website.
Watch NowProcessing CC&R Printing Letters
This webinar will bring everything together by using the CCR templates, codes, and processes developed in previous sessions to effectively process CCR violations for owners.
Watch NowSetting up Amenity Reservations in Engage and PayPal Payment Options
Learn how to properly add and set up amenities on the Engage platform for use in the Reservation system, and explore how to link Engage Payments to amenities or events using PayPal.
Watch NowHow to Enter Bills
Learn how to navigate the Enter Bills screen, including Bills, Separate Checks, Handwritten Checks, Credit Memos, Recurring Bills, Bill Templates, AP Approval, and the differences between Accrual vs. Regular with Post.
Watch NowUsing the Engage ARC Management System vs. ARC Requests in Central
Understand the distinctions between the Engage ARC Management System and ARC Requests in Central, see how they compare, and learn how each integrates with resident accounts.
Watch NowHow to use Journal Entries
Learn to create, edit, and delete journal entries, use recurring JE templates, and generate reports of completed entries in Central.
Watch NowUsing The Engage Work Order Management System vs. Work Orders in Central
Compare the Engage Work Order Management System with Work Orders in Central, and see how both connect with and link to resident accounts.
Watch NowCreating an Event and Setting Up RSVPs in Engage
Learn how to create both one-time and recurring events in Engage, and configure additional options such as RSVPs and payments.
Watch NowSetting Up a New Year in Central
Get step-by-step guidance on year-end tasks, including closing the current year, setting up the new year, and generating reports.
Watch NowHow to Make Payments
Learn best practices for printing in-house paper checks, as well as how to void checks and generate check reports.
Watch NowSetting Up Resident Enumerate Payments in Engage
Walk through the process of setting up resident payments using the Enumerate Payment system and enabling AutoPay on the Engage platform.
Watch NowSetting up ARC Templates - Part 1
Part 1 of our ARC Request series will focus on locating and editing existing ARC templates.
Watch Now