Document Actions
3.
Downloading
Up one level
To download a client file from the OpenEngagement DMS, select File | Load from OpenEngagement. This will launch a dialog where users may navigate to the Engagement they wish to download. Alternatively, users may select My Workspace or Search, to search for the Engagement.
The Load From OpenEngagement dialog will always open showing the root-level DMS Areas. Those Areas with a plus sign next to them may be expanded. Once each item is expanded, the dialog will show all Areas, Entities, Sections, and some Engagements within that item. All users may view the complete DMS navigation tree, and so may see all DMS Areas, Entities and Sections. Users may not necessarily see all Engagements, depending on their permissions. The dialog will not show Files, Pages, Links, Images, or any KMS Areas. It will show Engagements that do not contain CaseWare client files, as users may wish to upload client files to these Engagements. Users cannot, though, download any file type other than Working Papers client files from Engagements using the Go-Between.
When the user clicks on an Engagement, the fields underneath the navigation field will be filled in. This shows the Engagement name, period end, state, and so on. The User Role(s) field will show all roles the current user has on the Engagement, which includes all site-wide, inherited and local roles.
Users may, depending on their permissions and other considerations, download engagements that are editable or read-only. Any user who can see the Engagement in the Go-Between may download a read-only copy of the enclosed file, so long as the contained file is a Working Papers client file.
To download an engagement as editable, the Engagement must be:
1) Either not signed out by anyone, or signed out by the current user;
2) Not set read-only within the DMS;
3) The Engagement must contain a Working Papers client file; and
4) The current user must have role such that they have edit permission on the engagement given its current state
When the user hits the Sign Out button, the client file will be downloaded and opened in Working Papers. If it is not already signed-out by the current user, it will be set as signed-out then as well. This ensures no other use may edit the client file at the same time, other than through the use of Working Papers-level sign-outs or check-outs.
When the user hits the Read-only button, a read-only copy of the client file will be downloaded. The signed out status of the Engagement will not be changed. Users will not be able to later upload this copy, as the OpenEngagement DMS does not accept read-only files.
Users may set the Download Directory. This will always default to the value provided in Tools | Options | DMS. However, users can override this download directory for any given download.
Engagements are shown using one of four icons. The first is the default engagement icon, which represents an engagement that is not signed out and not set read-only. Signed out engagements look similar but also have a red checkmark. Read-only engagements also look similar but have a padlock. Engagements with no enclosed file use an error icon, which is a red circle with a white X. In some cases this may actually not be an error, as it may be the case that another user is simply in the process of uploading a file.
The Load from OpenEngagement and Save to OpenEngagement dialogs both include '[Secure Connection]' in the title bar when connected to sites using SSL.