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Search Engagement Manager Support Help and Support.

This article applies to:

  • Product: Engagement Manager
  • Subject: Documents,Workpapers

Display documents

When you display a workpaper in Engagement Manager, the source document is accessed from GoFileRoom and a local or read-only version of the workpaper opens. If you're prompted to open or save the document, select
Open
.

Toolbar options

  • Select
    Edit
     to open the current document in its native application for editing. You can't edit a document if it's checked out by another user.
  • Select
    Properties
     to display the workpaper properties.

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