Document Actions
4.
Uploading
Up one level
Users upload client files using the Save to OpenEngagement dialog, which is accessible using the File | Save to OpenEngagement menu item. For this to be enabled, a client file must be open in Working Papers. The menu item will be disabled if the client file is read-only.
Only Engagement Managers, Site Mangers and Managers may create new Engagements. Preparers and Reviewers may save to existing Engagements, but cannot create new Engagements. Users who have permission to create new Engagements may do so by specifying to save a client file to a Section. No user may upload a client file to an existing Engagement unless they have the Engagement signed-out. When creating a new Engagement, there is no concept of it being already signed-out.
Users will not be able to upload to existing Engagements unless the GUIDs match. See the section on GUIDs in this documentation.
When users first open the Save to OpenEngagement dialog, the Go-Between will search the DMS for an Engagement with the same GUID as the client file currently open in Working Papers, and will select this as the default save location if such an Engagement exists. If not, but if the engagement had been downloaded from the DMS before, the Save to OpenEngagement dialog will default to the location from which it had been previously downloaded, if possible. On occasion, the DMS may not be able to choose an appropriate default save location using either technique, and users may then navigate to the Engagement themselves, or may use the Search or My Workspace dialogs to locate the target Engagement.
When uploading, the Go-Between will check the file size and file hash value on both the server and the local copy to ensure they match. This ensures no bits were altered while in transit and that the files are identical. Once this is done, the local copy is deleted, to ensure there are not two copies of the same file.
When client files are uploaded, the OpenEngagement DMS extracts information from them, such as the engagement type and period end, and sets these values in the Engagement, as is done when the file is uploaded through a web browser.
When creating a new Engagement, if no title is specified, the title of the Engagement will default to the client name in the Client Profile if available, or to the name of the compressed CaseWare client file otherwise. When uploading though, to new or existing Engagements, it is possible to specify the title in the Save As field in this dialog.