To connect to the RDS and use Engagement, please follow these instructions. * Save the attached Remote Desktop file to your Desktop. * Open the file and sign in using your email username and password, your username is your email address. You will need to approve your sign in on DUO 1 or 2 times depending on yo…
Issue The Central File Room (CFR) does not show in Engagment Cause Location is set to Field Mode Possible Resolutions * Log into Engagement the Office location From the Engagement login screen, set the location to Office. Notes: Office will give you access to the Central File Room (CFR), but you need to …
Engagement Tab Missing in Excel or Word Issue The Engagement ribbon tab is missing when opening an Excel or Word file from Engagement. Or, a workpaper from Engagement is acting in unexpected ways. Cause A non-responsive instance of Excel/Word may cause the plugin to break. Possible Resolutions Save before begin…