Guided Assurance

Transfer engagement data from Guided Assurance

You can use the following steps to transfer engagement data from Guided Assurance into Engagement Manager.

Create a transfer file in Guided Assurance

  1. Open a Guided Assurance engagement.
  2. Select
    Properties
    , then select
    Guided Assurance properties
     from the dropdown menu.
  3. Select
    Create transfer file
     from Guided Assurance Setup menu, then select
    Continue
    .
  4. Enter a name for the transfer file.
  5. Select
    Download
     to create the file in your Downloads folder.

Import the transfer file into Engagement Manager

  1. Create a new engagement with Guided Assurance as the source.
  2. In the Guided Assurance Setup panel, choose the
    Import an existing engagement
     option.
  3. Select
    Continue
    , select
    Guided Assurance
     from the dropdown menu in the Source field.
  4. Select the Browse for file button to navigate to and select the transfer file, or drag and drop the file into the Step 1: Upload File screen.
  5. Select
    Next
    , to complete the import in the Step 2: Import Engagement screen.
  6. Select the Refresh button in the toolbar to view the Imported Documents folder.

This article applies to:

  • Product: Cloud Audit Suite
  • Subject: Engagements