Set up

Configure your internet options

You'll need to set up the following internet options for GoFileRoom to work properly.
  1. Select the search icon next to the Windows Start button and enter
    Internet Options
    .
  2. Select
    Internet options
     from the menu.
  3. Go to the
    General
     tab:
    1. Select
      Settings
       from the Browsing history section.
    2. On the Temporary Internet Files tab:
    3. Select
      Every time I visit the webpage
      , then
      OK
      .
    4. Select
      Delete
       from the Browsing history section.
    5. Mark
      Temporary Internet Files and website files
       and
      Cookies and website data
       and clear every other option.
    6. Select
      Delete
      .
  4. Go to the
    Security
     tab:
    1. Select
      Trusted sites
      .
    2. Select
      Sites
      .
    3. Clear the
      Require server verification (https:) for all sites in this zone
      checkbox.
    4. In the
      Add this website to the zone
       field, enter
      [*.]engagementmanager.thomsonreuters.com
      ,
      [*.]onvio.co.uk
      ,
      [*.]gofileroom.com
      , then select
      Add
      .
    5. Re-mark the
      Require server verification (https:) for all sites in this zone
      , then select
      Close
      .
    6. Select
      Custom level
      .
    7. In the
      Reset custom settings
       dropdown list, select
      Low
      , then
      Reset
      .
    8. In the Settings list, enable
      Display mixed content
      , then select
      OK
      .
  5. Go to the
    Advanced
     tab:
    1. Mark
      Use TLS 1.2
      .
    2. Select
      Apply
      , then
      OK
      .

Set up 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.
  1. Open Google Chrome.
  2. Select the
    Customize and control Google Chrome
     option to open the Chrome menu, then choose
    Settings
    .
  3. Open
    Privacy and security
    , then select
    Site Settings
    .
  4. Select
    Notifications
    , then
    Add
     in the Allowed to send notifications section.
  5. Enter [*.]engagementmanager.thomsonreuters.com in the
    Site
     field then select
    Add
    .
  6. Select
    Pop-ups and redirects
    , then
    Add
     in the Allow section.
  7. Add each of the following sites to the list:
    • [*.]engagementmanager.thomsonreuters.com
    • [*.]onvio.co.uk
    • [*.]gofileroom.com
  8. Select
    Add
     to finish the Chrome set up for Engagement Manager.

Configure Microsoft Edge

Use these steps to set up Microsoft Edge for Engagement Manager.
important
We recommend you use Google Chrome as the default browser with Engagement Manager. Thomson Reuters doesn’t support Microsoft Edge. At this time, there is no internal testing in the Edge browser or any guarantee that all functionalities will work in Edge.
  1. Open Microsoft Edge.
  2. Select
    Settings and more
     to open the browser menu and choose
    Settings
    .
  3. Select
    Cookies and site permissions
    , then
    Manage and delete cookies and site data
    .
  4. In the Allow section, select
    Add
    .
  5. Enter each site and use
    Add
     to save:
    • [*.]uk.engagementmanager.thomsonreuters.com
    • [*.]onvio.us
    • [*.]uk.gofileroom.com
  6. Select
    Cookies and data stored
     to go back to the previous screen, then
    Notifications
    .
  7. In the Allow section, select
    Add
    .
  8. Enter [*.]uk.engagementmanager.thomsonreuters.com and select
    Add
    .
  9. Select
    Site permissions
     to go back to the previous screen, then
    Pop-ups and redirects
    .
  10. In the Allow section, select
    Add
    .
  11. Enter each site and use
    Add
     to save:
    • [*.]uk.engagementmanager.thomsonreuters.com
    • [*.]onvio.us
    • [*]uk.gofileroom.com

Install Engagement Manager Add-ins

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 one 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.
  • Tickmarks:
     A permission allows designated users customize tickmark labels or reset 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 confirms successful actions (for example, Recalculate and Clear during rollforward) and displays alert messages when errors occur.
  • Engagement Link formulas, Workpaper Reference, Procedure Completed, Check Mark, Custom Excel (formerly Options), and Tickmarks 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 instructions below.
  1. Open either Microsoft Excel or Word.
  2. In the
    Home
     tab, select
    Add-ins
    .
  3. You can directly install add-ins from the page or select
    More Add-ins
     to explore.
  4. In the
    Office Add-ins
     window, select the
    Store
     tab, search for the Engagement Manager add-in, and select
    Add
    .
  5. Review the license terms, then select
    Continue
    .
  6. Enter a valid Engagement Manager email.
  7. Choose your region U.S. or U.K., then select
    Sign in
    .
  8. After sign in, the Engagement Manager Add-in side pane appears.

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 one prior version of the client add-in. If your firm experiences any issues, make sure you have the latest version of the client add-in installed.
  1. Find which version of Word or Excel you have installed:
    1. Open either Microsoft Excel or Word.
    2. Select
      File
       and choose
      Account
      .
    3. Select
      About Excel
       or
      About Word
      .
    4. Note if the version is 32-bit or 64-bit.
  2. Open Engagement Manager.
  3. Select
    Setup
     , then
    Downloads
    .
  4. In the Add-Ins section of the Downloads screen, choose 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)
      .
  5. Run the installation file.
    trouble
    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.
  6. Choose your region in the End-User License Agreement:
    • Select
      Americas
       for the U.S.
    • Select
      EMEA
       for the U.K.
    By choosing 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

Install the Engagement Manager link if you plan to use desktop applications like such as Outlook.
  1. Open Engagement Manager.
  2. Select
    Setup
     and choose
    Downloads
    .
  3. Select
    Engagement Manager Link
     and download the installation file.
  4. Select the installation file to run it and follow the steps in the wizard to install the Engagement Manager Link.

Install the Dynamic Web TWAIN scanner

install the Dynamic Web TWAIN to scan workpapers into an engagement binder.
  1. Open Engagement Manager.
  2. Select
    Setup
     and choose
    Downloads
    .
  3. Select
    Dynamic Web TWAIN
     and download the installation file.
  4. Select the installation file to run it and follow the steps in the wizard to install the tool.
  5. On the Optional addon features for Web TWAIN SDK screen, leave the fields blank and select
    Skip
    .

Install GoFileRoom Add-Ins

Install GoFileRoom Add-Ins to use GoFileRoom functions that integrate with other programs, such as Adobe Acrobat and Microsoft Office.
To download an Add-In, hover over your username, then select
Preferences
. Go to the
Downloads
 tab, then select the desired Add-In from the dropdown list. You'll want to install these add-ins on each workstation that will use them. The following are the add-ins available:
  • GoFileRoom Client includes 5 of the most commonly used GoFileRoom Add-ins:
    • Adobe Acrobat integrates GoFileRoom and Adobe functionality.
    • Microsoft Office integrates GoFileRoom and Microsoft Word and Excel functionality.
    • Microsoft Outlook integrates GoFileRoom and Outlook functionality.
    • QuickLaunch lets you quickly open and use GoFileRoom without having to log in each time.
    • ControlPanel simplifies uploading and managing your files in GoFileRoom.
      note
      GoFileRoom supports the current and 1 prior version of the Client Add-In. If your firm experiences any issues, make sure your users have the latest version of the Client Add-In installed.
  • ScanFlow simplifies scanning and transferring documents to GoFileRoom.
  • Upload Service transfers documents to GoFileRoom. You'll need this if you're using ScanFlow, and is optional if you're using the Adobe or Outlook Add-ins.
  • Lookup List Sync utility syncs your GoFileRoom lookup lists with your time and billing apps.
  • File Importer Service automatically uploads and indexes tax returns and other files to GoFileRoom.

This article applies to:

  • Product: Cloud Audit Suite