Release notes

Engagement Manager 14 November, 2025 release notes

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Engagement Manager

New Engagement Manager Add-in
Presenting the new EM Add-in with updated UI, modern technology, and easier installation directly from the Microsoft Add-ins store for Excel and Word.
Updates no longer require local downloads or reinstalls, thanks to our new web-based technology.
Review the Engagement Manager Add-in with Microsoft 365 help article and follow the instructions to install the new add-in.
Introducing functionalities:
  • Notes drawer: 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 new 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 under Firm Setup menu.
  • Recalculate: Automatically sync your workpaper with the latest Engagement data when opening Excel and Word workpapers. Enable this in User Preferences under the Add-in options.
  • Journal Entries link: A link in the initial drawer opens and redirects to the Journal Entries screen to streamline navigation.
  • User notifications: The Add-in confirms successful actions (e.g. Recalculate and Clear during roll forward) and displays alert messages when errors occur.
Existing features:
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.
note
The GoFileRoom Add-in remains a prerequisite for the new Add-in because opening and saving workpapers continue through GoFileRoom.

This article applies to:

  • PRODUCT: Cloud Audit Suite