This article applies to:

Link an existing engagement in PPC's SMART Practice Aids to Engagement Manager

If you're licensed for PPC's SMART Practice Aids, you can link to Engagement Manager engagements in SMART Practice Aids.

Follow these steps to open an existing SMART Practice Aid client engagement and link it to an engagement in Engagement Manager.

In SMART Practice Aids, select Tools
, then Link to Engagement Manager
.

Sign in with your Engagement Manager credentials.

Select the SMART Practice Aid client you want to link, then Next
.

Select the Engagement Manager engagement you want to link to, then Link
.

The linked SMART Practice Aid client will now display in the Content tab of the Engagement Properties of the linked engagement.

Article, 2 min read

Article, 2 min read