Administration

View and change your Firm Settings

You'll need the
Modify Firm Settings
 permission.
  1. Select
    Setup
    , then
    Firm Settings
    .
  2. Review and change your
    Firm Settings
    :
    • Product Information
       shows the version of Engagement Manager you're using and your firm's Engagement Manager database ID.
    • Document Management
       shows the GoFileRoom database ID and drawer you use to index Engagement Manager files. The Clients drawer is the default.
    • To change
      Firm Information
      , enter a new
      Firm name
       and select
      Save
      .
    • To change
      External Integration
      , mark the checkboxes for the applications you want to integrate. For example, Checkpoint Tools, SMART Practice Aids, and Inflo.

This article applies to:

  • Product: Cloud Audit Suite
  • Subject: Integration, Setup