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This article applies to:

  • Product: Engagement Manager
  • Subject: Engagements,Integration

Link a new Inflo engagement

Before you connect Inflo engagements to Engagement Manager, a user with
Modify Firm Settings
 permission will need follow these steps to turn on Inflo external integration:
  1. Sign in to Engagement Manager.
  2. Select
    Setup
     Setup menu with a cog icon then
    Firm Settings
    .
  3. In the External Integration section, mark the
    Inflo
     checkbox, then select
    Save
    .
Follow these steps to link a new Inglo 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
    New Inflo engagement
    .
  4. Enter your
    Inflo Engagement Team Email
     address,
    First name
    , and
    Last Name
    .
    important
    The link won't if the email address you enter is different from the email address you use with Inflo.
  5. Select
    Save
    .
  6. Under the Workpapers tab for your engagement, select
    Click here to review
     to sign in to Inflo.
    note
    Your Engagement Manager engagement is added to your Inflo engagement.
  7. Enter any additional information for your engagement in Inflo, then select
    Complete Setup
    .
  8. After you've linked your engagements, select
    Inflo
     to open your linked Engagements dashboard in Inflo.
    note
    You can unlink an Inflo engagement from Engagement Manager.

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