---
title: DealMaker Engage | Knowledge Center
description: In these articles, we will teach you the know-how of utilizing DealMaker Engage.
---

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1. [Knowledge Center](https://help.dealmaker.tech/)
2. [DealMaker Engage](https://help.dealmaker.tech/dealmaker-engage)

# DealMaker Engage

 In these articles, we will teach you the know-how of utilizing DealMaker Engage.

- [Overview of DealMaker Engage](https://help.dealmaker.tech/overview-of-dealmaker-engage)

## Setup

- [What is the feature 'Updates' under Communications? How do I customize them?](https://help.dealmaker.tech/how-do-i-customize-news-releases)
- [How do I link News Releases to active deals?](https://help.dealmaker.tech/how-do-i-link-news-releases-to-active-deals)
- [How do I update company information within DealMaker Engage?](https://help.dealmaker.tech/how-do-i-update-company-information-within-dmengage)
- [How can I access my Deals through Engage?](https://help.dealmaker.tech/how-can-i-access-my-deals-through-engage)
- [How to add FAQ in Engage?](https://help.dealmaker.tech/how-to-add-faq-in-engage)

## Community Building

- [Send Emails using DealMaker Engage](https://help.dealmaker.tech/send-emails-using-dealmaker-engage)
- [Managing Members with DealMaker Engage](https://help.dealmaker.tech/managing-members-with-dealmaker-engage)
- [Bulk Document Upload](https://help.dealmaker.tech/bulk-document-upload)
- [What Documents Can I Upload?](https://help.dealmaker.tech/upload-document)
- [How to Access and Begin Using the Engage Email Editor](https://help.dealmaker.tech/how-to-access-and-begin-using-the-engage-email-editor)
- [Content Blocks, Rows & Settings](https://help.dealmaker.tech/content-blocks-rows-settings)
- [Saving and Sending an Email or Newsfeed Post](https://help.dealmaker.tech/saving-and-sending-an-email-or-newsfeed-post)
- [AI-Generated Newsfeed Posts (Pilot Program)](https://help.dealmaker.tech/ai-generated-newsfeed-posts)

See less ▼

## Transfer Agent Actions

- [How can I add Members to my DealMaker Engage portal?](https://help.dealmaker.tech/how-can-i-add-shareholders-to-my-dm-engage-portal)
- [What is my Shareholder Report? How can I download my company’s shareholder report?](https://help.dealmaker.tech/how-can-i-download-my-companys-shareholder-register)
- [What is my Members' table? What is the difference between Followers and Investors I see on Engage?](https://help.dealmaker.tech/what-is-the-difference-between-followers-and-investors-i-see-on-engage)

## Member Views

- [How different members see your DealMaker Engage frontend?](https://help.dealmaker.tech/dealmaker-engage-members-views)
- [What do my securityholders see when I upload a document to their profile?](https://help.dealmaker.tech/security-holders-document-upload)
- [How do I control the content my audience can see on DealMaker Engage?](https://help.dealmaker.tech/how-do-i-control-the-content-my-audience-sees-on-dealmaker-engage)

- [Step 1: Getting Set up on DealMaker](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker#main-content)

    - [Agreements](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker#agreements)
    - [Payments](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker#payments)
    - [Self-Serve](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker#self-serve)
    - [Integrating with DealMaker](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker#integrating-with-dealmaker)
    - [FAQ](https://help.dealmaker.tech/step-1-getting-set-up-on-dealmaker#faq)
- [Step 2: Launching A Deal](https://help.dealmaker.tech/step-2-launching-a-deal#main-content)

    - [Issuer and Investor](https://help.dealmaker.tech/step-2-launching-a-deal#issuer-and-investor)
    - [FAQ](https://help.dealmaker.tech/step-2-launching-a-deal#faq)
- [Step 3: Deal In Progress](https://help.dealmaker.tech/step-3-deal-in-progress#main-content)

    - [Investor Management](https://help.dealmaker.tech/step-3-deal-in-progress#investor-management)
    - [Managing Transactions](https://help.dealmaker.tech/step-3-deal-in-progress#managing-transactions)
    - [Payouts/Reporting](https://help.dealmaker.tech/step-3-deal-in-progress#payouts-reporting)
    - [Regulatory/Compliance/Legal](https://help.dealmaker.tech/step-3-deal-in-progress#regulatory-compliance-legal)
    - [Brokers/Agents/Finders](https://help.dealmaker.tech/step-3-deal-in-progress#brokers-agents-finders)
    - [Managing Your Raise](https://help.dealmaker.tech/step-3-deal-in-progress#managing-your-raise)
- [Step 4: Closing A Deal](https://help.dealmaker.tech/step-4-closing-a-deal#main-content)

    - [Closing FAQs](https://help.dealmaker.tech/step-4-closing-a-deal#closing-faqs)
- [Regulation CF](https://help.dealmaker.tech/regulation-cf#main-content)

    - [FAQs](https://help.dealmaker.tech/regulation-cf#faqs)
- [Regulation D 506(c)](https://help.dealmaker.tech/regulation-d-506c#main-content)

    - [FAQs](https://help.dealmaker.tech/regulation-d-506c#faqs)
- [Developers](https://help.dealmaker.tech/developers#main-content)

    - [Developer](https://help.dealmaker.tech/developers#developer)
- [Regulation A+](https://help.dealmaker.tech/regulation-a#main-content)

    - [FAQs](https://help.dealmaker.tech/regulation-a#faqs)
- [Investor FAQ](https://help.dealmaker.tech/investor-faq#main-content)

    - [Investor FAQ](https://help.dealmaker.tech/investor-faq#investor-faq)
- [DealMaker Engage](https://help.dealmaker.tech/dealmaker-engage#main-content)

    - [Setup](https://help.dealmaker.tech/dealmaker-engage#setup)
    - [Community Building](https://help.dealmaker.tech/dealmaker-engage#community-building)
    - [Transfer Agent Actions](https://help.dealmaker.tech/dealmaker-engage#transfer-agent-actions)
    - [Member Views](https://help.dealmaker.tech/dealmaker-engage#member-views)
- [DealMaker Shareholder Services](https://help.dealmaker.tech/dealmaker-shareholder-services#main-content)

    - [DealMaker Transfer Agent FAQ](https://help.dealmaker.tech/dealmaker-shareholder-services#dealmaker-transfer-agent-faq)
    - [General Transfer Agent FAQ](https://help.dealmaker.tech/dealmaker-shareholder-services#general-transfer-agent-faq)
- [Canadian Private Placements](https://help.dealmaker.tech/canadian-private-placements)
- [Enterprise](https://help.dealmaker.tech/enterprise#main-content)

    - [Developer](https://help.dealmaker.tech/enterprise#developer)
    - [DealMaker Engage](https://help.dealmaker.tech/enterprise#dealmaker-engage)
    - [Deal Setup](https://help.dealmaker.tech/enterprise#deal-setup)
    - [Payments](https://help.dealmaker.tech/enterprise#payments)
- [Reservations](https://help.dealmaker.tech/reservations)
- [Regulatory & Compliance](https://help.dealmaker.tech/regulatory-compliance#main-content)

    - [Onboarding](https://help.dealmaker.tech/regulatory-compliance#onboarding)

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