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Engagements

Generate PPC SMART workpapers

After you link to an engagement from PPC's SMART Practice Aids, you'll need to generate SMART workpapers to be able to access them in Engagement Manager.
Follow these steps to generate SMART workpapers in Engagement Manager.
  1. In SMART Practice Aids, select
    Tools
    , then
    Create SMART Docs
    .
  2. Select the SMART workpapers you want to generate, then
    Create
    .
    This process can take several minutes depending on the size of the engagement.
  3. Select
    Close
     in the Generation Status window after all of the SMART workpapers have been generated.
    The Upload Status column of the Upload Engagement Manager Documents window will display that all documents have been added.
  4. Select
    Close
    .
    The SMART workpapers will now appear in the
    Workpapers
     tab of the engagement in Engagement Manager. Select
    Refresh
     in the Workpapers tab if you don't see them.

This article applies to:

  • Product: Engagement Manager
  • Subject: Engagements

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