This article applies to:

Connect Guided Assurance

Work with your Guided Assurance audit documents in your Engagement Manager engagements. You need to establish a connection first.

Select the user menu

, then select Preferences
.

Select Guided Assurance
and enter your Guided Assurance User Id and email.

note

Reach out to your firm's Checkpoint administrator if you need help with your user id and email.

Select Save
.

Add exceptions to your pop-up blocker.

Sign out of Engagement Manager under the user menu

, then sign back in.

If you encounter any issues with these steps, you can try signing out of Guided Assurance.

Select the user menu

, then Preferences
.

Select Guided Assurance
.

Select Sign out
.

Sign out of Engagement Manager and then sign back in.