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Install the AdvanceFlow Link
The purpose of the AdvanceFlow Link is to interact with other applications installed on your local computer. This includes:
- Signing into the AdvanceFlow Client Office Addins seamlessly when signing into AdvanceFlow.
- Launching the SMART Practice Aids application to set up a new engagement, edit an existing engagement, or edit a smart document.
- Opening a new Outlook message if you are right-clicking on a document and choosing to email via Outlook.
- ChoosingAdd Workpaperfrom Checkpoint Engage, when you subscribe to the desktop version of Checkpoint Tools, or rolling forward Checkpoint Tools documents using the desktop version.
To install the AdvanceFlow Link:
- Open AdvanceFlow.
- Select
Setupand selectDownloads. - SelectAdvanceFlow Linkand download the installation file.
- Select the installation file to run it and follow the steps in the wizard to install the AdvanceFlow Link.noteWhen signing into AdvanceFlow, or performing any of the actions in the application, you may receive a security prompt from your web browser asking permission toOpen AdvanceFlowLink. You should mark theAlways allow demo.advanceflow.com to open links of this type in the associated appcheckbox, which will prevent you from seeing this dialog on a regular basis. None of the functionalities will work if you ignore or cancel the dialog.
Internal use only
A computer tech can add a registry entry to prevent these prompts from appearing. We do not want to provide this to the average user because it may overwrite other similar existing registry entries with a similar purpose. For example, preventing this message from appearing when launching Citrix from VO, or preventing this message when editing a GoFileRoom document for GoFileRoom Link.
The registry entry should look something like this:
Windows Registry Editor Version 5.00
[HKEY_LOCAL_MACHINE\SOFTWARE\Policies\Google\Chrome]
"AutoLaunchProtocolsFromOrigins"="[{\"allowed_origins\":[\"advanceflow.com\"],\"protocol\":\"advanceflow\"}]"
This article applies to:
- Product: AdvanceFlow
- Subject: Install,Workpapers