Add forms to your engagement

You can add multiple copies of forms to a Guided Assurance engagement as needed.

Open Engagement Manager, then select a Guided Assurance engagement.

Select the Workpapers
tab.

Select Add
then Workpaper
.

Select Guided Assurance
as the source then select Next
.

Select +
to expand the options, then select the documents you want.

Select the arrow up or down to indicate the number of forms you want, then select Next
.

Enter a reference number for each document you selected.

Select Done
.

To delete a form, select it, then select Manage
then Delete
.

This article applies to: