Get started

Before you begin working in Engagement Manager, you'll need to complete the following steps.
  1. Administrators need to sign in to GoFileRoom using Google Chrome, then:
    1. Set up staff.
    2. Install add-ins so users can edit external Excel and Word documents stored in Engagement Manager.
  2. Sign in to Engagement Manager, select
    Setup
    , then
    Downloads
    to download and install the Office Client Add-in (32 or 64-bit).
  3. If you're licensed for Checkpoint Tools, select
    Setup
    , then
    Firm Settings
    to make sure the Checkpoint Tools checkbox is marked, so you can add Checkpoint Tools engagement documents.
    You can also find the database number and change the Firm name in the Firm Settings screen.
  4. Select
    Setup
    , then
    Permission Groups
    to set up permissions for your staff.
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