Engagement Manager and GoFileRoom setup for the Thomson Reuters Account

How can we prepare for the upcoming changes on November 3, 2023

Install the current GoFileRoom Add-In
, version 23.2.4. Select your username in any screen of GoFileRoom, then select the
GoFileRoom Add-In
for download. GoFileRoom and the new Thomson Reuters Account is supported on the current (v23.2.4) and 1 prior version of the Add-in. For help with installing the add-in, review the following article Install GoFileRoom Add-In.
Install the current Engagement Manager Client Office Addin
, version 23.6. This can be found from the
Setup
,
Downloads
page within the Engagement Manager product.
Verify your GoFileRoom user sign-ins are a valid email address
. Select
Administration
, then
Manage Users & Groups
. For a successful migration, it will be critical to review all users' email addresses to assure they are valid addresses and in the correct format. It's important that you identify and select the
Change Login
for users who don’t have valid email addresses. For example: user@domain.com.