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This article applies to:

  • Product: Cloud Audit Suite

Add clients

Engagement Manager looks in the GoFileRoom client drawer for a list of clients. You can add engagements to the clients in that list.
  1. To add a new client, you have to first add them to a lookup list in GoFileRoom.
  2. If your firm imports a text file or spreadsheet to update the lookup list in GoFileRoom:
    1. Add the client to the import file your firm uses.
    2. Import the file to GoFileRoom.
  3. If your firm manually adds clients to the lookup list in the Add Documents screen of GoFileRoom, add a new list entry for the client in GoFileRoom.