Getting Started

Workspace Setup

On first launch, Emblem asks you to choose a workspace folder. This folder will contain all engagement data. Choose a location with sufficient storage and regular backup coverage.

Click Browse Folder to select an existing folder or create a new one. Click Continue to proceed.

Signing Partner Setup

Next, create the initial partner profile. This profile is used for signing off audit phases. Enter:

• Partner Name — full name of the signing partner
• Initials — for signoff stamps
• Employee ID — unique identifier
• Passcode — used to authorise signoffs

Adding Firm Users

After setup, you can add firm users from the Users button in the top bar. Each user needs:

• Name and initials
• Employee ID and passcode (for login)
• Designation: Partner, Manager, Senior, or Article

Users are stored in the local SQLite database and do not leave your machine.

Creating Your First Engagement

Click New Engagement from the top bar. Fill in:

• Engagement name and financial year
• Client address and head of client company
• Engagement partner and type of audit
• Reporting date
• Select users who will have access

Click Submit. Emblem creates a workspace folder and adds the engagement to the dashboard.

Opening an Engagement

From the dashboard, click any engagement card to view its details. Click Open Workspace to enter the engagement command center where you can manage assignments, sections, and signoffs.