Guided Assurance

Universal Guided Assurance

The Universal Guided Assurance feature gives greater flexibility and efficiency for handling your Guided Assurance documents within any engagement management application.

Get started

  1. Install the necessary application:
    1. Go to the
      Setup
      , then
      Downloads
       screen in Engagement Manager.
    2. Select the
      Universal Guided Assurance
       link.
  2. Export documents:
    1. Open an existing engagement with Guided Assurance, then select the
      Workpapers
       tab.
    2. Select the documents you want to export and use the right-click menu for individual or multiple documents export.
    3. For bulk export, use the
      Export all to PPC
       option under the
      Guided Assurance
       dropdown menu.
  3. Integrate with other applications:
    1. Once exported, you can add these PPC files to any engagement or document management application.
    2. After you signed in, they are designed to open directly in Guided Assurance, taking you to the specific document you've selected.

This article applies to:

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