Engagement Manager 8 July, 2024 release notes
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Engagement Date notification rules deliver email
Email alerts for notification rules based on Engagement Dates are now properly delivered again. The emails will be addressed from no-reply@thomsonreuters.com.
New look and new name on August 1
AdvanceFlow becomes Engagement Manager.
Checkpoint Engage becomes Guided Assurance.
The new modern interface provides:
- Larger, more efficient workspace.
- At-a-glance status of all engagements (new Engagement Dashboard).
- Quick access to add, open, or switch between engagements (new dropdown menu).
- Improved notifications.
The benefits and new features of the new layout can be reviewed in this video.