Engage by Blueleaf is a Chrome extension designed specifically for financial advisors, enabling them to capture PDF documents from any webpage and create draft posts in the Engage CMS. This tool allows users to detect PDFs automatically, upload them with a single click, and generate draft posts that are ready for client review and targeting. With a focus on efficiency, the extension simplifies the process of managing client communications by facilitating precise audience targeting before publishing.

The functionality is straightforward: users navigate to a webpage with a PDF, click the Engage extension icon, select their intended audience, and create a draft post. This tool supports uploading PDFs from local computers and ensures secure authentication through Blueleaf SSO or direct login. Additional features include background session management, allowing users to stay logged in across browser sessions, making it a convenient option for financial professionals who need quick access to document management.