Sending workpapers and engagements from Engagement CS to GoFileRoom

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If your firm uses Engagement CS, you can add a bookmarked PDF of one or more workpapers or of an entire engagement to GoFileRoom.

Note: In addition to meeting the system requirements, you must also have Engagement CS Version 2006.2.9 or higher to use this feature.

Sending an entire engagement to GoFileRoom

Follow these steps to send an entire engagement to GoFileRoom from Engagement CS.

  1. Open a client in Engagement CS.
  2. Choose File > Send Engagement to: > GoFileRoom.
  3. Log in to GoFileRoom, if prompted.
  4. Click OK when prompted to select a drawer and enter a drawer in the Drawer field of the Add to GoFileRoom dialog.
  5. Add index information for the document and click the Save button.

Sending one or more workpapers to GoFileRoom

Follow these steps to send workpapers to GoFileRoom.

  1. Open a client in Engagement CS.
  2. Select an engagement in the Engagement CS main window.
  3. Choose File > Print.
  4. Select GoFileRoom from the Store image in field.
  5. For each workpaper that you want to send to GoFileRoom, click the workpaper in the pane on the left and click the Select button to move to the right pane.
  6. Click the GoFileRoom button.
  7. Log in to GoFileRoom, if prompted.
  8. Click OK when prompted to select a drawer and enter or select a drawer in the Drawer field of the Add to GoFileRoom dialog.
  9. Add index entries and click the Save button.

Note: Using the standard GoFileRoom printer driver will result in single non-bookmarked PDFs for each selected workpaper.

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