Sign Into A New Workstation

The following items must be performed the first time you sign into a workstation or remote desktop server.

Do not print this out! – Simply sign in, open https://help.mrbkcpa.com, and search for the title of this article.

1. Launch Elevate
   • Install it, if needed
   • Click your avatar in the lower-left corner and choose Integrations
     • Enable the Microsoft Outlook Integration and click Save
     • Download Elevate into Microsoft Edge and/or Chrome
       • Open each browser and paste the Elevate link provided on the line above
       • Download and install
       • Click the puzzle piece icon at the top row of each browser and press the eyeball (Edge) or pin Elevate (Chrome)
       • Click the Elevate icon and sign in
2. Authorize Office
3. Launch Outlook
   • Sign in using the Elevate password
   • May need to setup the Signature Block
   • Click the Elevate icon and sign in
4. Print to the File Cabinet PDF printer
   • If Avast asks
     • Move anything it blocks to the virus chest
     • Then open the virus chest in Avast and restore
5. Update printers
   • c550i printers
   • 360i printers
6. Salinas user?
   • Adobe Editor Standard
     • If already installed, just sign in
     • Otherwise, install Adobe Editor
   • Engagement
     • Sign into Engagement and test Word/Excel plugins, if anything doesn’t work
       • Open File Explorer and go to \\server-engagement.salinas.mrbkcpa.com\Engagement CD Image
       • Run Setup.exe
         • Workpaper management is the “primary” application
   • Install Checkpoint Tools
     • Delete the Downloads folder it created in Documents
7. Laptop?
   1. Install the icRouter VPN Client
      • Make sure this user’s configuration file is loaded
8. Review how to sign out
9. Inform Innovative Concepts (for inventory management)
   • Salinas or Monterey?
   • Dell Service Tag
   • Computer Name
   • Primary User
   • Room #