Engagement Manager 8 July, 2024 release notes

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.