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Install Engagement Manager Add-ins
A new Engagement Manager web add-in is now available, and we recommend installing it, as all future enhancements and maintenance will be delivered exclusively to the web version. You may use either the web add-in or the legacy desktop add-in. Follow these instructions for the installation process.
important
Only one add-in should be installed and active at a time. Avoid using both add-ins simultaneously. You can uninstall the desktop add-in from in Windows.
Settings
Installed apps
Key differences between Engagement Manager add-ins
Web add-in
- Available from Microsoft Marketplace
- Works across Office platforms (Windows, Mac, Web)
- Modern web-based technology
- Automatic updates
- Cross-platform compatibility
- Enhanced security
- Better performance
- Future-proof technology
Desktop add-in (legacy)
- Older COM-based technology
- Windows desktop only
- Manual installation required
- Being phased out
Features available in the Engagement Manager web add-in
- Updated UI and modern technology, with installation directly from the Microsoft Add-ins store for Excel and Word.
- Updates no longer require local downloads or reinstalls due to the 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 on the engagementsNoteslist tab.
- Tickmarks:A permission allows designated users customize tickmark labels or reset them to defaults for both workpapers and Trial Balance. Firm-level administrators assign this permission in theSetupgroup and customize in theFirm Setupmenu.
- Recalculate:Automatically sync your workpaper with the latest engagement data when opening Excel and Word workpapers. To turn this on, go to.User PreferencesAdd-in options
- Journal Entries link:A link in the initial drawer opens and redirects to theJournal Entriesscreen for efficient navigation.
- User notifications:The web 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.
Install Engagement Manager web add-in
Install the Engagement Manager web add-in to use features that integrate with Microsoft 365 apps and to access the latest functionality in Excel or Word.
note
This add-in supports Microsoft 365 for Windows (Office 2016 or later) and Office Online. You can install it directly from the Microsoft Marketplace or follow the instructions below.
- Open either Microsoft Excel or Word.
- In theHometab, selectAdd-ins.
- You can directly install add-ins from the page or selectMore Add-insto explore.
- In theOffice Add-inswindow, select theStoretab, search for the Engagement Manager add-in, and selectAdd.
- Review the license terms, then selectContinue.
- Enter a valid Engagement Manager email.
- Choose your region U.S. or U.K., then selectSign in.
- After sign in, the Engagement Manager Add-in side pane appears.
Install Engagement Manager desktop add-in
Install the Engagement Manager desktop add-in to use the functions that integrate with Microsoft Office applications.
note
We support the current and one prior version of the client add-in. If your firm experiences any issues, make sure you have the latest version of the client add-in installed.
- Find which version of Word or Excel you have installed:
- Open either Microsoft Excel or Word.
- SelectFileand chooseAccount.
- SelectAbout ExcelorAbout Word.
- Note if the version is 32-bit or 64-bit.
- Open Engagement Manager.
- SelectSetup
, then Downloads. - In the Add-Ins section of the Downloads screen, choose the Office Client Add-In with the version that matches your installed version.
- For 32-bit, select and downloadOffice Client Add-In XX.X (32-bit)
- For 64-bit, select and downloadOffice Client Add-In XX.X (64-bit).
- Run the installation file.troubleIf you receive an error that the Visual Studio 2010 Tools for Office Runtime is not installed, download and install it component from the Microsoft Download Center for Visual Studio Tools 2010.
- Choose your region in the End-User License Agreement:
- SelectAmericasfor the U.S.
- SelectEMEAfor the U.K.
By choosing the wrong region, then you can't sign in with your username and password properly from the add-in. There is also a server.config file atC:\program files\thomsonreuters\engagementmanager\officethat will either say UKPROD or PROD.
This article applies to:
- Product: Engagement Manager