Manage engagements

Edit engagement properties

Engagement properties include general information about the engagement, trial balance information, related date information, and more.
note
  • Engagement properties are read-only when any document has a checked-out status.
  • The History screen is read-only and displays event details related to the engagement.
Follow these steps to edit an engagement's properties.
  1. In Engagement Manager, open the engagement you want to edit, then select
    Properties
    .
  2. Select the type of properties you want to edit:
    • General
    • Trial Balance
    • Dates
    • Content
    • Security
  3. Make your edits and select
    Save
     when you're done.

This article applies to:

  • Product: Cloud Audit Suite
  • Subject: Engagements