Engagement Profiles

Engagement profile setup

Select to enable the engagement profiles feature and determine its behavior when the template author creates profiles and when the user creates a new client file based on the master template. The following options are available:

• Documents and global settings - Profile definitions include documents and global settings.
• Documents only - Profile definitions include documents. Global settings will be identical for all profiles as defined in the template.
• No engagement profiles - Profiles are disabled. Global settings and documents will be identical for all profiles as defined in the template.

Number of profiles

Select between 1-10 or 1-20 profiles to display.

Last loaded profile

Indicates the current engagement profile used in the master template when any of the Save, Load or Default buttons are selected.

Owner

Indicates whether the Last loaded profile is a Firm created engagement profile or a predefined Distributor engagement profile.

Note: Modifying a predefined Distributor profile changes it to a Firm profile.

Check the preview of engagement profile dialog

Click Preview to review the list of available profiles in the Engagement Profile dialog. This dialog displays when a new client file is created based on the master template.

Indicates the current engagement profile used in the master template when any of the Save, Load or Default buttons are selected.

Owner

Indicates whether the Last loaded profile is a Firm created engagement profile or a predefined Distributor engagement profile.

Note: Modifying a predefined Distributor profile changes it to a Firm profile.

Check the preview of engagement profile dialog

Click Preview to review the list of available profiles in the Engagement Profile dialog. This dialog displays when a new client file is created based on the master template.

Extended Explanation URL

Enter a URL to an external web site, to provide a more detailed explanation of the engagement profile.

Master Template Documents

Click to display a list of document tags that you can associate with the profile. Documents with this tag in the Document Manager will be included in the client file when a new client file is created based on the master template.

If no tags are associated with the profile, no documents will be deleted from the client file if it is created using this engagement profile.

Mapping/Grouping Numbers

Click to display a list of mapping/grouping numbers for the engagement profile in order to exclude irrelevant groups from the FSA.

Start Document

Click to display a list of documents from the document manager. Select the document(s) to automatically launch when a new client file is created based on the master template.

Launch dashboard

Select to launch the dashboard when opening a file under this profile.

Save

Click to save to the profile, all of the global settings from the AO - General options document and all of the engagement profile settings.

Note: With the Engagement profile setup option set to Document Only, the global settings will still save to the profile.

Load

Click to load the profile settings into the master template.

Note: With the Engagement profile setup option set to Document Only, the global settings in the AO - General options document will not be overwritten in the master template.

Default button

Click to reset the Firm profile back to the original Distributor profile. The Firm created profile will be lo