This article applies to:

Initial steps

Before you begin working in Engagement Manager, you'll need to complete the following steps.

Administrators need to take the following steps:

sign in to GoFileRoom with Google Chrome.

Set up staff.

Install add-ins so users can edit external Excel and Word documents stored in Engagement Manager.

Sign in to Engagement Manager.

Select Setup

, then Downloads.

Download and install the Office Client Add-in (32 or 64-bit).

Select Setup

, then Firm Settings.

Make sure the Checkpoint Tools
checkbox is marked.

This allows you to add Checkpoint Tools engagement documents. You can also find the database number and change the Firm name in the

Firm Settings

screen.

Select Setup

, then Permission Groups
to set up permissions for your staff.

Add an engagement.