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Overview
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The OpenEngagement Document Management System (DMS) is a component of the OpenEngagement Content Management System (CMS), which also includes the Knowledge Management System (KMS) and is scheduled to also include a Shared File Space (SFS) and Web Builder System (WBS).
The OpenEngagement DMS is a complete DMS specifically designed for CaseWare Working Papers users. The Open Engagement DMS provides a central location for storing, querying and managing Working Papers client files, as well as other relevant documents related to a firm's clients (documents not related to any given client would more likely be stored in the KMS), along with a powerful and easy to use interface. The OpenEngagement DMS may be accessed through a web browser or directly through Working Papers.
The OpenEngagement DMS is also useful as a general-purpose DMS, and so is useful even without Working Papers. It is, however, designed to handle active and archived engagements and is very powerful when used in combination with Working Papers.
The OpenEngagement DMS may be used in one of two distinct manners, as a Hosted or a Local Solution. With Hosted Solutions, the OpenEngagement DMS server is hosted by OpenEngagement. Local Solutions allow users to download and install the OpenEngagement CMS, hosting the server themselves. In both cases, users access the DMS through web browsers and through Working Papers. Hosted Solutions are easiest for firms to use, requiring little setup and less maintenance than Local Solutions. Local Solutions are also quite straightforward to setup, and new users may be up and running almost immediately. Both solutions allow for full support from OpenEngagement.