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Help and Support
Cloud Audit Suite
Guided Assurance
Connect Guided Assurance
Guided Assurance
Connect Guided Assurance
Work with your Guided Assurance audit documents in your Engagement Manager engagements. You need to establish a connection first.
Select
, then select
Preferences
.
Select
Guided Assurance
and enter your Guided Assurance User Id and email.
note
Reach out to your firm's Checkpoint administrator if you need help with your user id and email.
Select
Save
.
Add exceptions to your pop-up blocker.
Sign out of Engagement Manager under
, then sign back in.
If you encounter any issues with these steps, you can try signing out of Guided Assurance.
Select
, then
Preferences
.
Select
Guided Assurance
.
Select
Sign out
.
Sign out of Engagement Manager and then sign back in.
This article applies to:
Product:
Cloud Audit Suite
Subject:
Documents, Engagements
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