Install the Engagement Manager Link

The purpose of the Engagement Manager Link is to interact with other applications installed on your local computer. This includes:
  • Signing into the Engagement Manager Client Office Addins seamlessly when signing into Engagement Manager.
  • Launching the SMART Practice Aids application to set up a new engagement, edit an existing engagement, or edit a smart document.
  • Opening a new Outlook message if you are right-clicking on a document and choosing to email via Outlook.
  • Choosing
    Add Workpaper
    from Guided Assurance, when you subscribe to the desktop version of Checkpoint Tools, or rolling forward Checkpoint Tools documents using the desktop version.
To install the Engagement Manager Link:
  1. Open Engagement Manager.
  2. Select
    Setup
    and select
    Downloads
    .
  3. Select
    Engagement Manager Link
    and download the installation file.
  4. Select the installation file to run it and follow the steps in the wizard to install the Engagement Manager Link.
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