Requirements: 

  • Microsoft® Excel® 
  • Microsoft® Word 

Overview: 

This article provides the necessary configuration steps for Microsoft® Office to ensure workpapers from CCH® ProSystem fx® Engagement or Workpaper Manager open correctly without security interruptions. 

  • Section 1: Add workpapers to Microsoft Office Trusted Locations
  • Section 2: Disable Protected Mode



Section 1: Add Workpapers to Microsoft Office Trusted Locations 



Perform these steps in both Microsoft® Excel® and Word:

1. Open a Microsoft® Excel® or Word file and click File > Options. (Bottom Left)

2. Click Trust Center > Trust Center Settings.


3. Click Trusted Locations > Add new location.


  • In the "Path:" field, type the directory of the workpapers folder: ?:\Pfx Engagement\WM\Workpapers.
  • Note: "?" represents the directory where Engagement is installed (e.g., C:\Program Files (x86)\Pfx Engagement\WM\Workpapers)

4. Check the box Subfolders of this location are also trusted.

5. Click OK.






Section 2: Disable Protected Mode 


Perform these steps in both Microsoft® Excel® and Word:

1. Open a Microsoft® Excel® or Word file and click File > Options. (Bottom Left)

2. Click Trust Center > Trust Center Settings.


3. Click Protected View.

4. Clear all checkboxes within the Protected View menu.



5.Click OK.






Should you run into any issues or need assistance, please contact the help desk. You can submit a ticket HERE, by emailing the help desk at [email protected], or by calling 404.879.3434/ x3434.