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This article applies to:

  • Product: Engagement Manager
  • Subject: Engagements,Integration

Link an existing Inflo engagement

Before you connect Inflo engagements to Engagement Manager, a user with
Modify Firm Settings
 permission will need follow these steps to enable Inflo external integration:
  1. Sign in to Engagement Manager.
  2. Select
    Setup
     then
    Firm Settings
    .
  3. In the External Integration section, mark the
    Inflo
     checkbox, then select
    Save
    .
Follow these steps to link an existing Inflo engagement to Engagement Manager:
  1. On the
    Engagement dashboard
    , select the name of an engagement to view it.
    note
    If the engagement is not on your
    Engagement dashboard
    , use
    Open engagements
     to add it.
  2. Select the
    Workpapers
     tab on the navigation pane.
  3. Select
    Link Inflo
    , then
    Existing Inflo engagement
    .
  4. Choose your Inflo client, then select
    Next
    .
    note
    You can only choose clients with an engagement that's not already linked to Engagement Manager.
  5. Choose an Inflo engagement, then select
    Link
    .

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