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8.
The Most Recently Used List
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Working Papers maintains a Most Recently Used list, which may contain some items within the OpenEngagement DMS. These will be identified with the prefix [DMS]. They will also display the Entity and Section names in which the Engagement is located. DMS items will appear in the Most Recently Used list only when they are uploaded to the DMS, not when they are downloaded from the DMS. Where items are downloaded from the DMS, it is assumed there is a local copy and users will prefer to use this until such time as it is uploaded again to the DMS.
When a user selects such an item from the Most Recently Used list, Working Papers will launch the Go-Between, which may require the user to log into the OpenEngagement DMS. If the user last specified in the Login dialog to save the username and password, it will not be necessary to prompt for these when opening client files from the Most Recently Used list. Once logged in, the Go-Between will then download the client file from the Open Engagement. It will sign-out the Engagement and return an editable copy of the client file if possible. Otherwise it will return a read-only copy. Unless it is necessary to prompt the user for their DMS username/password, users will not actually see the Go-Between executing; this will be behind the scenes and the user will simply see the CaseWare client file opened in Working Papers.