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.

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: