Engagement Manager

Use Engagement Manager Add-in with Microsoft 365

Features available
  • The Engagement Manager Add-in has an updated UI, modern technology, and installation directly from the Microsoft Add-ins store for Excel and Word.
  • Updates no longer require local downloads or reinstall, due to our web-based technology.
  • Notes:
     View, add, edit, assign, reply to, and delete notes linked to the active workpaper (Excel and Word). Changes made in the Add-in are reflected in the engagements
    Notes list
     tab.
  • Tickmarks:
     A permission lets designated users customize
    tickmark
     labels or reset them to defaults for both workpapers and Trial Balance. Firm-level administrators assign this permission in the
    Setup
     group and customize in the
    Firm Setup
     menu.
  • Recalculate:
     Automatically sync your workpaper with the latest Engagement data when opening Excel and Word workpapers. To turn this on, go to
    User Preferences
    Add-in options
    .
  • Journal Entries link:
     A link in the initial drawer opens and redirects to the
    Journal Entries
     screen for efficient navigation.
  • User notifications:
     The Add-in confirms successful actions (for example, Recalculate and Clear during rollforward) and displays alert messages when errors occur.
  • Engagement Link formulas, Workpaper Reference, Procedure Completed, Check Mark, Custom Excel (formerly Options), and
    Tickmarks
     — continue to be available with an enhanced UI and modernized codebase.
Installation
Follow these steps to install the Engagement Manager Add-in to use current features with Excel and Word workpapers.
  1. Open either Microsoft Excel or Word.
  2. In the
    Home
     tab, select
    Add-ins
    .
  3. You can directly install add-ins from the page or select
    More Add-ins
     to explore.
  4. In the
    Office Add-ins
     window, select the
    Store
     tab, search for the Engagement Manager add-in, and select
    Add
    .
  5. Review the license terms, then select
    Continue
    .
  6. Enter a valid Engagement Manager email.
  7. Choose your region U.S. or U.K., then select
    Sign in
    .
  8. After sign in, the Engagement Manager Add-in side pane appears.
    note
    The GoFileRoom Add-in remains a prerequisite for the Add-in because opening and saving workpapers continue through GoFileRoom. View Setup for more information.

This article applies to:

  • PRODUCT: Cloud Audit Suite

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