Manage engagements

Re-index client information for an engagement

You may want to re-index client information in Engagement Manager for a number of reasons, including when:
  • An engagement was added or converted for the wrong client.
  • A client was involved in a merger or acquisition.
  • You've changed a client's name in your time and billing application and you use GoFileRoom Lookup List Sync to bring in client names and numbers.
Follow these steps to re-index the client name and number for an engagement.
note
You'll need to have the
Re-index Client Information
 security permission enabled for your account to complete these steps.
  1. Sign in to Engagement Manager, select
    Actions
     for the engagement you want to re-index, then
    Re-index Client Information
    .
  2. Select the client you want to re-index, then
    Next
    .
  3. Tick the
    Yes
     checkbox, then select
    Complete
    .
    note
    To turn on the
    Re-index Client Information
     feature, engagement binders need to be in an unfinalized state.

This article applies to:

  • Product: Cloud Audit Suite
  • Subject: Engagements