Connect Guided Assurance

Work with your Guided Assurance audit documents in your engagements. You need to establish a connection first.

Select the user menu

, then select Preferences
.

Select Guided Assurance
and enter your Guided Assurance User Id and email.

Select Save
.

Sign out of Engagement Manager under the user menu

, then sign back in.

If you encounter any issues with these steps, you can try signing out of Guided Assurance.

Select the user menu

, followed by Preferences
.

Select Guided Assurance
.

Select Sign out
.

Sign out of Engagement Manager and then sign back in.

This article applies to: