Guided Assurance

Import Guided Assurance documents

After setting up the integration with Guided Assurance, you can add Engage documents to your Engagement Manager engagement.
  1. In Engagement Manager, select the
    Workpapers
     tab then select an engagement.
  2. Select add
    Add
    , then
    Workpaper
     to open the Add Workpaper menu.
  3. Select
    Guided Assurance
     from the dropdown menu, then
    Next
    .
    Guided Assurance will open in a new window or tab.
  4. Enter the number of copies of the documents you want to add to your Engagement Manager Engagement. You can add up to 10 documents.
  5. Select
    Next
    .
  6. Enter a
    Reference Number
     and choose a
    Rollforward
     option from the dropdown menu.
    1. You can also edit the name of your document.
  7. Select
    Done
    .
Guided Assurance will tell you when your documents are imported. Close the window or tab to return to Engagement Manager.

This article applies to:

  • Product: Cloud Audit Suite
  • Subject: Documents, Engagements