Enable Guided Assurance in an existing engagement

Use the following steps to enable integration with Guided Assurance in an existing engagement.

In Engagement Manager, select Open engagements
.

Select the client, then Next
.

Mark the checkbox next to the existing engagement, then select Save
.

On the

Engagement dashboard

, double-click the name of the engagement to view it.

note

Alternatively, in the row containing the engagement, select Actions
, then View engagement
.

Select the Properties
tab from the navigation pane.

Select the Content
tab.

Select Guided Assurance
from the External integration source
dropdown list.

Select Save
.

This article applies to: