6 Steps to Initial Engagement Setup

This article applies to all Firm Users.

Follow these steps to create your first engagement:

Note: You may want to use Global Search to confirm if the Client Company and/or Engagement already exists.

1. Add Client Company
2. Create a New Engagement
3. Upload a formatted request list using a template
4. Pause, review request list
5. Add users to the user library
6. Invite users to register