Guided Assurance

Connect Guided Assurance

Work with your Guided Assurance audit documents in your Engagement Manager engagements. You need to establish a connection first.
  1. Select User menu, then select
    Preferences
    .
  2. Select
    Guided Assurance
     and enter your Guided Assurance User Id and email.
  3. note
    Reach out to your firm's Checkpoint administrator if you need help with your user id and email.
  4. Select
    Save
    .
  5. Add exceptions to your pop-up blocker.
  6. Sign out of Engagement Manager under User menu, then sign back in.
If you encounter any issues with these steps, you can try signing out of Guided Assurance.
  1. Select User menu, then
    Preferences
    .
  2. Select
    Guided Assurance
    .
  3. Select
    Sign out
    .
  4. Sign out of Engagement Manager and then sign back in.

This article applies to:

  • Product: Cloud Audit Suite
  • Subject: Documents,Engagements