Set calculation of engagement dates and GoFileRoom indexing based on Engagement Type

Follow these steps to set completion and deletion dates for an engagement, and select a time period for GoFileRoom indexing.

In Engagement Manager, select

Setup
from the main toolbar.

Select Engagement types
.

Select the engagement type you want to edit.

Select options for Completion date
and Deletion date
. Mark Required
if you want to make the dates required.

Select an option for GoFileRoom indexing
.

Select Save
when you're done.

This article applies to: