Issue: ProSystem fx Engagement toolbar buttons don't work with protected Word documents

Issue: Some have expressed the desire to protect work programs or checklists in Word (i.e. create a Word form). However, when a Word document is protected, the ProSystem fx Engagement toolbar buttons, such as "Insert WP Reference" doesn't work.

Cause: The toolbar is specifically programmed to check if the active Word document is protected. If it is, when a toolbar button is pressed a message is returned stating that the document is protected or the engagement links are frozen.

Resolution: CCH created a utility call the Protected Files Utility to address this issue. Once a template is created, it is run through the utility which creates a hash file to be stored on each user's computer. The password used to protect the Word document is stored securely within the hash file which is accessed by Engagement in order to updated the protected Word form. Instructions for each part of the process are below.

Engagement Administrator:

1. 1. Create the file, including all the proper form fields.
   
2. 2. Save as a Word template
   
3. 3. Protect the document
   
4. 4. Save a close the document
   
5. 5. Start the Protected Files Utility
   
6. 6. Navigate to and select the recently protected document
   
7. 7. When prompted, input the same password used to protect the document
   
8. 8. Make a copy of the template and hr.arf (located in "[local hard drive]\Pfx Engagement\WM") files available to the Network Administrator
   

Network Administrator:

1. 1. Place the template file in a central location accessible to all users (workpaper template location)
   
2. 2. Place the hr.arf file in each user's "[local hard drive]\Pfx Engagement\WM" folder

NOTE: There are alternate configurations which may work. See the complete documentation on the Engagement installation CD.

Engagement User: The Engagement user does not have to perform anything explicit. Once the hr.arf file is placed on all the users' local machines the toolbar functionality should work.