Overview of Engagement Organizer
Launch Engagement Organizer the first time
Subsequent logins to Engagement Organizer
Logging out
Open an organizer
Work with request items
Send emails
Download a request list
Set due dates for an organizer
Set a retention end date
Manage client users assigned to an organizer
Manage firm users assigned to an organizer
Use the Organizers list
Use the organizer window
Use the Request Items tab
Use the Notes tab
Use the Attachments tab
Set up your information in CCH ProSystem fx Engagement
View and update your user email settings
Change your profile information
Change your password
Unassign a firm user from all organizers
Submit feedback
Engagement Organizer