Engagement Manager

Initial steps

Before you begin working in Engagement Manager, you'll need to complete the following steps.
  1. Administrators need to take the following steps:
    1. sign in to GoFileRoom with Google Chrome.
    2. Set up staff.
    3. Install add-ins so users can edit external Excel and Word documents stored in Engagement Manager.
  2. Sign in to Engagement Manager.
  3. Select
    Setup
     , then
    Downloads.
  4. Download and install the Office Client Add-in (32 or 64-bit).
  5. Select
    Setup
     , then
    Firm Settings.
  6. 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.
  7. Select
    Setup
     , then
    Permission Groups
     to set up permissions for your staff.
  8. Add an engagement.

This article applies to:

  • Product: Cloud Audit Suite