Install the Dynamic Web TWAIN scanner

Configure your internet options

You'll need to set up the following internet options for

Engagement Manager

to work properly.

Select the search icon next to the Windows Start button and enter Internet Options
.

Select Internet options
from the menu.

Go to the General
tab:

Select Settings
from the Browsing history
section.

On the Temporary Internet Files
tab:

Select Every time I visit the webpage
, then OK
.

Select Delete
from the Browsing history section.

Mark the Temporary Internet Files and website files
and Cookies and website data
checkboxes and clear every other option.

Select Delete
.

Go to the Security
tab:

Select Trusted sites
, then select Sites
.

Clear the Require server verification (https:) for all sites in this zone
checkbox.

In the Add this web site to the zone
field, enter *.thomsonreuters.com
,

*.engagementmanager.thomsonreuters.com
, *.onvio.us
and *.gofileroom.com

, then select Add
.

Re-mark the Require server verification (https:) for all sites in this zone
, then select Close
.

Select Custom level
.

In the Reset custom settings
drop-down list, select Low
, then Reset
.

In the Settings
list, enable Display mixed content
, then select OK
.

Go to the Advanced
tab:

Mark the Use TLS 1.2
checkbox.

Select Apply
, then OK
.

Set up Google Chrome

To access GoFileRoom, Engagement Manager and Guided Assurance, each user's workstation must first be configured prior to their first sign in. Engagement Manager is not supported on Microsoft Edge. We recommend that you use Google Chrome.

Before you open Engagement Manager with Google Chrome, you need to configure the browser. Engagement Manager uses notifications, pop-ups, and redirects that Chrome can block automatically.

Open Google Chrome.

Select

to open the Chrome menu, then select Settings
.

Open Privacy and security
, then select Site Settings
.

You can allow:

Notifications from [*.]engagementmanager.thomsonreuters.com [*.]onvio.us [*.]gofileroom.com [*.]thomsonreuters.com. This enables notifications to pop up when the user’s sign-in session is about to time out.

Additional permissions: Automatic downloads from [*.]engagementmanager.thomsonreuters.com [*.]onvio.us [*.]gofileroom.com [*.]thomsonreuters.com. This helps when viewing and editing documents.

Pop-ups and redirects from [*.]engagementmanager.thomsonreuters.com [*.]onvio.us [*.]gofileroom.com [*.]thomsonreuters.com. This allows files to be opened from Engagement Manager.

Engagement Manager with Microsoft Edge

Use these steps to set up Microsoft Edge for Engagement Manager.

important

We don’t support using Microsoft Edge with Engagement Manager. At this time, there is no
internal testing in the Microsoft Edge browser or any guarantee that all functionalities will work in the Edge browser. We recommend that you use Chrome as the default internet browser on your workstation.

Open Microsoft Edge.

Select

to open the browser menu and select Settings
.

Select Cookies and site permissions
, then Manage and delete cookies and site data
.

In the

Allow

section, select Add
.

Enter each site and use Add
to save:

[*.]engagementmanager.thomsonreuters.com

[*.]onvio.us

[*.]gofileroom.com

Select Cookies and data stored
to go back to the previous screen, then Notifications
.

In the

Allow

section, select Add
.

Enter [*.]engagementmanager.thomsonreuters.com and select Add
.

Select Site permissions
to go back to the previous screen, then Pop-ups and redirects
.

In the

Allow

section, select Add
.

Enter each site and use Add
to save:

[*.]engagementmanager.thomsonreuters.com

[*.]onvio.us

[*.]gofileroom.com

Install GoFileRoom Add-In

If you have administrative privileges, you can follow these steps to install the GoFileRoom Add-In.

important

Prior to installing the latest GoFileRoom Add-In, verify that the prior version has been uninstalled. GoFileRoom functionality may be hindered if multiple versions of the Add-In are installed on the same machine.

Microsoft .NET 4.0 Framework (or higher) must be installed on your machine to use the GoFileRoom Add-In.

To install the GoFileRoom Add-In:

If .NET 4.0 Framework (or higher) is not installed, download and install Microsoft .NET 4.0 from the Microsoft website.

Hover over your username, then select Preferences
. Go to the Downloads
tab, then select GoFileRoom Add-In
from the dropdown list.

After it downloads, right-click the GoFileRoom-Add-In.exe
file, then select Run as administrator
.

The InstallShield Wizard will guide you through the remainder of the installation process. Select Finish
to complete the installation. Select Yes
to restart your computer.

(Optional) The GoFileRoom Add-In lets you make a customized installation and control what components are going to be installed. While it’s recommended to perform a Complete installation, the Custom install is available for certain situations.

note

The InstallShield Wizard provides you with the option to install all the components of the GoFileRoom Add-In at once, or to choose which components to install.

Terminal Server Add-In installations are required to be run at the console as an Administrator.

These are the commonly used features of the GoFileRoom Add-In:

Adobe Acrobat integrates GoFileRoom and Adobe functionality.

ControlPanel simplifies uploading and managing your files in GoFileRoom.

Microsoft Office integrates GoFileRoom and Microsoft Word and Excel functionality.

QuickLaunch lets you quickly launch and use GoFileRoom without having to sign in each time.

If licensed, ScanFlow fully integrates with GoFileRoom. ScanFlow leverages 100% accurate barcode and indexing features to scan large batches of documents quickly and accurately.

note

GoFileRoom supports the current and one prior version of the Add-In. If your firm experiences any issues, make sure your users have the latest version of the Add-In installed.

There are 2 alternatives to perform the installation in silent mode:

Use Group Policy to deploy Add-in updates using MSI.

Silent mode using the EXE package.

Install Engagement Manager Add-ins

Install the Engagement Manager web add-in from the Microsoft Store or your administration center, since it receives all future updates. Avoid running it alongside the legacy desktop add-in, and uninstall the desktop version from Windows settings.

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 1 add-in should be installed and active at a time. Avoid using both add-ins simultaneously. You can uninstall the desktop add-in from

Settings
Installed apps

in Windows.

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 engagements Notes
list tab.

Tick marks:
A permission gives designated users customized tick-mark labels or resets 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 verifies successful actions (for example, Recalculate
and Clear
during rollforward) and shows alert messages when errors occur.

Engagement Link formulas
, Workpaper Reference
, Procedure Completed
, Check Mark
, Custom Excel
(formerly Options), and Tick marks
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 following instructions.

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.

Select 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 web add-in for your organization (administrators)

Use this section if your organization has turned the Office Store off for users, or if you want to deploy the add-in to multiple users at once.

You deploy the add-in from the Microsoft 365 administration center, then users have it in Excel and Word without needing to visit the Store.

note

This is also known as Centralized Deployment
or Integrated apps
.

Prerequisites

You need a Microsoft 365 administrator permissions that can deploy add-ins:

You'll need to be a Global administrator
, or an Exchange administrator
who also has the Application Administrator
role or has App Registrations
set to True
in the Microsoft Entra
administration center.

If you don't have one of these roles, contact your Global administrator.

Users need an eligible Microsoft 365 or Office 365 license and an active Exchange Online mailbox.

Users need Microsoft 365 for Windows (Office 2016 or later) or Office Online.

If your organization has turned off the Office Store, it was done by clearing the Let users access the Office Store
checkbox at

Settings
Org settings
Services
User owned apps and services

. You don't need to change this setting to deploy the add-in from the administrator center.

Make sure your Office policies don't block web add-ins.

note

The web add-in is deployed from the Microsoft 365 administration center. Intune and Group Policy control policies, such as whether the Office Store is available, or web add-ins may run. They don't install this add-in.

Install the add-in.

Sign in to the Microsoft 365 administration center.

Select

Settings
Integrated apps
Get apps

.

Search for Engagement Manager
and select the listing published by Thomson Reuters Incorporated
.

Select Get it now
, then add the permissions and terms.

Select 1 of the following for those who should get the add-in:

Everyone

Specific users or groups

Only you for testing

Select Deploy
.

After the install

note

Deployment can take up to 24 hours to reach users, and in some cases up to 72.

Each user should do the following:

Restart Excel or Word.

Go to the Home
tab, and select Add-ins
.

If Engagement Manager
isn't showing, select + More Add-ins
then Manage your apps
.

Select it from the list of deployed add-ins.

Select Engagement Manager
.

Review the license terms, then enter your Engagement Manager email.

Select either the U.S.
or U.K.
region, and sign in.

Troubleshooting

Get apps
or Integrated apps
is missing, or users never receive the add-in.
Double check the following in order:

Your administrator role (Microsoft 365 administrator center):
Only certain roles will have Integrated apps
:

Global administrator

Global reader

AI administrator

Exchange administrator

Azure Application Administrator

AppsForOfficeEnabled (Exchange Online PowerShell):

Run:

Get-OrganizationConfig | fl AppsForOfficeEnabled

If it returns False
, run:

Set-OrganizationConfig -AppsForOfficeEnabled:$True

False
overrides all administrator and user role settings and stops add-ins from turning on for anyone.

User role assignment policy (Exchange administrator center):

Under

Permissions
User Roles

, the users' role assignment policy needs to include My Custom Apps
, My MarketPlace Apps
, and My ReadWriteMailbox Apps
.

These are selected by default.

Licenses and mailboxes (user accounts in the Microsoft 365 administrator center):
Users need an eligible Microsoft 365 or Office 365 license and an active Exchange Online mailbox.

Government or sovereign clouds (Microsoft 365 administrator center):
The

Integrated apps

portal isn't available.

Go to

Settings
Integrated apps
Add-in

.

Select Deploy Add-in
, then Office Store
.

Not listed under Manage your apps
.
Wait up to 24 hours, and in some cases up to 72. After that, double check the following:

Assignment (Microsoft 365 administrator center):
Make sure the user or group is assigned the add-in. Assign the add-in to top-level groups, because users in nested groups don't receive it.

On the user's computer:
Restart Excel or Word.

Add-ins turned off in Office (Group Policy or Intune, applied to the user's computer).
A policy may block web add-ins. Search your Office Group Policy
templates or Intune settings for add-in
and web extension
.

Blank pane or sign-in fails (network, on the user's computer).
Grant the Engagement Manager, Onvio, GoFileRoom and Thomson Reuters domains over HTTPS, and double check any proxy or SSL inspection.

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 1 prior version of the client add-in. If your firm experiences any problems, 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.

Select File
and select 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, select 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.

note

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.

Select your region in the End-User License Agreement:

Select Americas
for the U.S.

Select EMEA
for the U.K.

By selecting 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.

Install the Engagement Manager Link

The purpose of the Engagement Manager Link is to interact with other applications installed on your local computer. This includes:

Launching the SMART Practice Aids application to set up a new engagement, edit an existing engagement, or edit a smart document.

Opening a new Outlook message if you are right-clicking on a document and choosing to email via Outlook.

Choosing Add Workpaper
from Guided Assurance, when you subscribe to the desktop version of Checkpoint Tools, or rolling forward Checkpoint Tools documents using the desktop version.

To install the Engagement Manager Link:

Open Engagement Manager.

Select Setup

and select Downloads
.

Select Engagement Manager Link
and download the installation file.

Select the installation file to run it and follow the steps in the wizard to install the Engagement Manager Link.

note

When signing into Engagement Manager, or performing any of the actions in the application, you may receive a security prompt from your web browser asking permission to Open Engagement ManagerLink
. Mark the Always allow demo.engagementmanager.thomsonreuters.com to open links of this type in the associated app
checkbox, which will prevent you from seeing this window regularly. None of the functionalities will work if you ignore or cancel the window.

Internal use only

A computer tech can add a registry entry to prevent these prompts from appearing. We don’t want to give this to the average user because it may overwrite other similar existing registry entries with a similar purpose. For example, preventing this message from appearing when launching Citrix from VO, or preventing this message when editing a GoFileRoom document for GoFileRoom Link.

The registry entry should look something like this:

Windows Registry Editor Version 5.00

[HKEY_LOCAL_MACHINE\SOFTWARE\Policies\Google\Chrome]

"AutoLaunchProtocolsFromOrigins"="[{\"allowed_origins\":[\"engagementmanager.thomsonreuters.com\"],\"protocol\":\"engagementmanager\"}]"