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Use Engagement Manager in Virtual Office CS

Engagement Manager is available on Virtual Office CS and can be used by any firm that is licensed for both Engagement Manager and Virtual Office CS.

Enable Engagement Manager in Virtual Office CS

NetStaff Administrators can enable an Engagement Manager shortcut in the Virtual Office CS environment for NetStaff users. Use the following steps to enable the Engagement Manager browser for a NetStaff account.
  1. Sign in to Virtual Office CS as a NetStaff Administrator.
  2. Select
    Admin
    .
  3. Select either
    Users
     or
    Groups
    .
  4. Select a user or group, then select
    Enable
     for Virtual Office CS.
  5. Mark the
    Engagement Manager
     checkbox. The Engagement Manager icon will now be available for Virtual Office CS users when they sign in.
    note
    There are some windows in Engagement Manager that would normally open in a new browser tab when the application is run locally. From Virtual Office, the same windows will launch in a new browser window.

Available functionalities

You can perform the following actions when you use Engagement Manager in Virtual Office CS.
  • Open and edit Microsoft Excel and Word files.
  • Open and edit Guided Assurance files, when you are appropriately licensed for that application.
  • Open PDFs, PowerPoint files, Outlook messages, text documents, .HTML, .XML, and image files.
    • Virtual Office CS uses Adobe Acrobat Reader to view PDFs only. To apply edits and/or modify PDFs, such as annotations, you must do that locally with an installed and supported version of Adobe Acrobat Professional (or Standard).
note
  • Data conversions to Engagement Manager are not available on Virtual Office CS.
  • To convert to Engagement Manager from Engagement CS on Virtual Office CS or Software as a Service you must migrate the data locally.

Scan functionality

While working in Engagement Manager within Virtual Office CS, you will not be able to use the
Scan
 functionality. We recommend that you open Google Chrome from your local computer and install the Dynamic Web TWAIN.
To install the Dynamic Web TWAIN:
  1. In Engagement Manager, go to
    Setup
    .
  2. Select
    Downloads
    , then choose
    Dynamic Web TWAIN
    .
  3. When the download is done, follow the instructions on the screen to install the Dynamic Web TWAIN.
    Keep the checkboxes unmarked in the Optional addon features for Web TWAIN SDK screen, then select
    Skip
    .
After installing the Dynamic Web TWAIN, you'll be able to scan workpapers directly into the engagement binder.

This article applies to:

  • PRODUCT: Engagement Manager

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