Document Actions
9.
Opening Working Papers Client Files from a web browser
Up one level
Though it is most often simplest to open all CaseWare client files using the Go-Between, it is possible to do this from a web browser as well. When doing this, OpenEngagement will launch Working Papers if it is not already running, and will open the client file within Working Papers.
When users launch Working Papers from a web browser, Working Papers then launches the Go-Between (though this is usually behind the scenes and invisible to the user), which will then perform the downloading of the client file from the OpenEngagement DMS. To do this, the Go-Between must have a username and password to access the OpenEngagement DMS. If the user has already opened Working Papers and worked with the Go-Between, this will have been taken care of already. As well, if the user has previously specified in the Login dialog to save the username and password, the Go-Between will, in this case, simply use this username and password. Otherwise, it will have to prompt the user, and so the Login dialog may be presented.
The DMS configuration must be saved for the Go-Between before files may be downloaded using a web browser. As the Go-Between connect to the server to download the client file, it must know the server, port and path used to connect. As with the login information, if this information has not already been specified, a dialog will be launched prompting the user.
As when directly using the Go-Between, the Go-Between launched through a web browser will save the client file somewhere on the local computer. The location will be the directory specified in the Tools | Options | CMS dialog, which is the default directory for all downloads. Users will not have an opportunity to override this directory when downloading files from a web browser, as the Open from OpenEngagement dialog will not be launched.