Guided Assurance

Add documents to an engagement

You can add Guided Assurance workpapers or Checkpoint Tools documents to your engagement in Engagement Manager or Onvio.
  1. After setting up your engagement, go to the Workpapers tab.
  2. Select
    Add
     and then
    Workpaper
    .
  3. Choose the source of the document you want to add and then select
    Next
    .
  4. For Guided Assurance workpapers:
    1. Expand the sections, go to the documents you want to add, and choose the number of copies by using the up and down arrows then select
      Next
      .
    2. Add a reference for each document, edit the title, select the roll forward option, or mark to the remove the workpaper.
      You can add up to 10 documents at a time.
    3. Select
      Done
       to finish.
    4. Close the window when the process is finished. Go back to your engagement to access your added workpapers.

This article applies to:

  • PRODUCT: Cloud Audit Suite