Document Actions
4.
Working With The CMS Through the Web And Through Working Papers
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It is possible to use the OpenEngagement DMS in a DMS-centric manner or a CaseWare-centric manner, and it is also possible to switch between the two. That is, it is possible to primarily use the web interface, and use this to launch Working Papers when necessary, and it is possible to primarily use Working Papers, using this to load and save client files to and from the OpenEngagement DMS using the web browser interface only when necessary. However, certain actions may be performed only through the web interface, including creating user accounts, assigning roles, and creating objects of any type other than Engagement. It is possible to perform these tasks when setting up the OpenEngagement DMS, and then primarily use the Working Papers interface, and only use the web interface occasionally as necessary.
Likely though, users with many permissions will find it convenient to work largely through the web interface, while those with few permissions, who perhaps can only prepare or view a number of Engagements and do not have access to most of the site, may prefer to work largely through the Working Papers interface. These users, though, may find the web browser interface is useful, as it allows them to access the KMS.