Search
Search Engagement Manager Support Help and Support.

Edit Guided Assurance documents in Engagement Manager

You can edit your Guided Assurance documents from the
Workpapers
tab of your engagement in Engagement Manager.
  1. There are 3 ways to open your document for editing:
    1. Double-click your document.
    2. Right-click your document and select
      Edit
      .
    3. Choose the document you want to edit, select Open the manage dropdown.
      Manage
      , then
      Edit
      .
  2. Your document will open in a new window.
  3. Update your document then select Save your changes.
    Save
    .
  4. Close the window to return to Engagement Manager.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close