Install Engagement Manager Add-ins

Key differences between Engagement Manager add-ins

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

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 engagements
Notes
list 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 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 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

Open either Microsoft Excel or Word.
In the
Home
tab, select
Add-ins
.
You can directly install add-ins from the page or select
More Add-ins
to explore.
In the
Office Add-ins
window, select the
Store
tab, search for the Engagement Manager add-in, and select
Add
.
Review the license terms, then select
Continue
.
Enter a valid Engagement Manager email.
Choose your region U.S. or U.K., then select
Sign in
.
After sign in, the Engagement Manager Add-in side pane appears.

Install Engagement Manager desktop add-in

Find which version of Word or Excel you have installed:
Open either Microsoft Excel or Word.
Select
File
and choose
Account
.
Select
About Excel
or
About Word
.
Note if the version is 32-bit or 64-bit.
Open Engagement Manager.
Select
Setup
, 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 download
Office Client Add-In XX.X (32-bit)
For 64-bit, select and download
Office Client Add-In XX.X (64-bit)
.
Run the installation file.
trouble
If 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:
Select
Americas
for the U.S.
Select
EMEA
for 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 at
C:\program files\thomsonreuters\engagementmanager\office
that will either say UKPROD or PROD.