Edit SMART workpapers
Follow these steps to edit a SMART workpaper in a linked Engagement Manager engagement.
- In Engagement Manager, open the engagement with the SMART workpaper you want to edit.
- Select theWorkpaperstab, find the SMART workpaper and selectEdit
.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.
