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 the 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. Add a new engagement with Guided Assurance as the source.
  2. Double-click the name of your new engagement to view it.
  3. On the
    Guided Assurance setup is pending
    message, select
    click here to begin
    .
  4. Sign in to Guided Assurance.
  5. On the
    Guided Assurance Setup
    window, select
    Import an existing engagement
    , then
    Continue
    .
  6. Choose
    Guided Assurance Transfer File
    from the
    Source
    dropdown list.
  7. Use
    Browse
    or drag and drop to select your transfer file.
  8. Select
    Next
    to complete Step 2 of the import.
  9. Select
    Refresh
    to view the Imported Documents folder.
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