Edit SMART workpapers

Follow these steps to edit a SMART workpaper in a linked Engagement Manager engagement.
  1. In Engagement Manager, open the engagement with the SMART workpaper you want to edit.
  2. Select the
    Workpapers
    tab, find the SMART workpaper and select Edit workpaper
    Edit
    .
    The workpaper will open in SMART Practice Aids.
When you edit a SMART workpaper in SMART Practice Aids, select
Tools
, then
Create SMART Docs
to generate a new workpaper and to replace the corresponding workpaper in Engagement Manager.
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