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Cloud Audit Suite
Get started
Engagement Manager
Initial steps
Engagement Manager
Initial steps
Before you begin working in Engagement Manager, you'll need to complete the following steps.
Administrators need to take the following steps:
sign in to GoFileRoom with Google Chrome.
Set up staff.
Install add-ins so users can edit external Excel and Word documents stored in Engagement Manager.
Sign in to Engagement Manager.
Select
Setup
, then
Downloads.
Download and install the Office Client Add-in (32 or 64-bit).
Select
Setup
, then
Firm Settings.
Make sure the
Checkpoint Tools
checkbox is marked.
This allows you to add Checkpoint Tools engagement documents. You can also find the database number and change the Firm name in the
Firm Settings
screen.
Select
Setup
, then
Permission Groups
to set up permissions for your staff.
Add an engagement.
This article applies to:
Product:
Cloud Audit Suite
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