How can I manually install the CCH ProSystem fx Engagement or Workpaper Manager plugin for Adobe Acrobat or Reader?

  • Article Type:
  • How To
  • Last Modified:
  • 11/05/2022

Objectives

How can I manually install the Engagement or Workpaper Manager plugin for Adobe Acrobat or Reader?

Environment

  • CCH ProSystem fx Engagement
  • CCH ProSystem fx Workpaper Manager

Procedure

Copy the required API file in the following file location:

  • Copy the API file from Pfx Engagement > WM > Utilities. 
  • For Adobe® Acrobat® use "PfxEngagementx.api."
  • For Adobe® Reader® use "PfxEngagx.api."
  • Adobe® must be closed before you replace the API file. 

Standard file locations to copy the API file:

  • For Reader: "?:\Program files\Adobe\Acrobat #\Reader\Plug_ins."
    • On a 64-bit operating system: "?:\Program files (x86)\Adobe\Acrobat #\Reader\Plug_ins."
  • For Standard and Professional: "?:\Program files\Adobe\Acrobat #\Acrobat\Plug_ins."
    • On a 64-bit operating system: "?:\Program files (x86)\Adobe\Acrobat #\Acrobat\Plug_ins."

If the Engagement or Workpaper Manager menu still does not appear in Adobe:

  1. Open Adobe Acrobat or Reader.
  2. Click Edit and select Preferences.
  3. Depending on your Adobe version, the options in the next steps are either under Start up or General.
  4. Under Application Startup, verify that Use only certified plug-ins is not checked.
  5. If it is checked, clear the box.

Additional Information

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