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Resolve common problems

Restore a prior version of a document

You may need to restore a previous version of a document in Engagement Manager if you notice a mistake or issue with the file. Engagement Manager Support may be able to give a previously saved version of a document.
  1. Open the
    Workpapers
     tab and find the document you need to restore.
  2. Right-click the workpaper reference and select
    Properties
    .
  3. Select the
    GoFileRoom
     button and make note of the ten-character document ID.
  4. Select
    History
    .
  5. Find the
    date or time stamp
     you want to restore the file to.
    • Support can usually restore a copy of the document from a date or timestamp when the history shows a
      Saved Document
       action.
    • If the history shows a staff member edited the document followed by an
      Undo Changes
       action, the document can't be restored to that specific date or timestamp.
  6. Contact Engagement Manager Support and provide the document ID and date or timestamp you would like the document restored to.
    • The newly restored document is automatically saved into your firm's GoFileRoom database using the same indexes as the original document, with a new document ID.
    • If the document should be part of an Engagement Manager engagement, you will also need to add the newly restored document to the engagement in Engagement Manager.

This article applies to:

  • Product: Engagement Manager
  • Subject: Documents
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