Link an existing Inflo engagement

Before you connect Inflo engagements to Engagement Manager, a user with
Modify Firm Settings
permission will need follow these steps to enable Inflo external integration:
  1. Sign in to Engagement Manager.
  2. Select
    Setup
    then
    Firm Settings
    .
  3. In the External Integration section, mark the
    Inflo
    checkbox, then select
    Save
    .
Follow these steps to link an existing Inflo engagement to Engagement Manager:
  1. On the
    Engagement dashboard
    , select the name of an engagement to view it.
  2. Select the
    Workpapers
    tab on the navigation pane.
  3. Select
    Link Inflo
    , then
    Existing Inflo engagement
    .
  4. Choose your Inflo client, then select
    Next
    .
  5. Choose an Inflo engagement, then select
    Link
    .
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