Engagement Manager 4 August, 2026 release notes

tip
  • If you're looking for a specific update, but it doesn't appear in these release notes, try checking the Engagement Manager Alerts & Notices article.
  • You can check the status of your online applications and services (including Engagement Manager) via the Online Product Status Page.
  • After a release, we recommend clearing your web browser's cache and cookies. Close and reopen the program, then sign in again.

Web Addin

  • Recalculation performance
    : Resolved an issue where recalculating custom Excel workpapers through the Engagement Manager Web Add-in could take far longer than expected – in some cases 10 to 15 minutes or more, compared with under a minute using the desktop add-in. Recalculation now completes reliably and at comparable speed.
  • Recalculate now updates workpaper figures
    : Fixed a case where selecting Recalculate on a lead sheet through the Web Add-in did not update the figures on the sheet, and in some cases returned an error that prevented the workpaper from recalculating. Values now refresh as expected, without the need for a workaround.