This article applies to:

Get started

Before you begin working in Engagement Manager, you'll need to complete the following steps.

Administrators need to sign in to GoFileRoom using Google Chrome, then:

Set up staff.

Install add-ins so users can edit external Excel and Word documents stored in Engagement Manager.

Sign in to Engagement Manager, select Setup

, then Downloads
to download and install the Office Client Add-in (32 or 64-bit).

If you're licensed for Checkpoint Tools, select Setup

, then Firm Settings
to make sure the Checkpoint Tools checkbox is marked, so you can add Checkpoint Tools engagement documents.

You can also find the database number and change the Firm name in the Firm Settings screen.

Select Setup

, then Permission Groups
to set up permissions for your staff.