Audit

Add forms to engagements

You can add multiple copies of forms to a Guided Assurance engagement as needed.
  1. Open Engagement Manager, then select a Guided Assurance engagement.
  2. Select the
    Workpapers
     tab.
  3. Select
    Add
    , then
    Workpaper
    .
  4. Select Checkpoint Engage as the source, then select
    Next
    .
  5. Select
    +
     to expand the options, then select the documents you want.
  6. Select the arrow to indicate the number of forms you want, then select
    Next
    .
    You can select up to 10 forms at a time.
  7. Enter a reference number for each document selected.
  8. Select
    Done
    .
    To delete a form:
    Select the form, then select
    Manage
     and
    Delete
    .

This article applies to:

  • Product: Guided Assurance
  • Subject: Audit