Guided Assurance integration frequently asked questions

Go to the user menu and select
Preferences
.
Add your Guided Assurance credentials in the
Guided Assurance
tab, then select
Save
.
note
Contact your firm's Checkpoint administrator if you are not sure of your credentials.
Add the pop-up blocker exceptions mentioned in the set up for Engagement Manager.
After completing steps 2 and 3, sign out of Engagement Manager and close the browser window.
Open a new browser window, then sign back in to Engagement Manager.
You should see a pop-up window showing
Processing...
after a successful sign in. This window will automatically disappear.

Guided Assurance Token Doesnt Exists.

Alternatively, while you're on that page, you can select

Pop-up blocked

from the Chrome the address bar, then select

Always allow

.

Select your
Engagement Manager Profile
again.
Select
Sign Out
.
Close the Engagement Manager application completely.

Reopen
Engagement Manager
.
Sign back in with your credentials.
Select your
Engagement Manager Profile
.
Select
Preferences
.
Select
Guided Assurance
.
Select
Sign In
.

Select the user menu , then select
Preferences
.
Select
Guided Assurance
, then select
Sign out
.
Select the user menu , then select
Sign out
.
Clear your browser's cache and cookies.
For Chrome:
Go to
Customize and Control Google Chrome
, then select
More tools
.
Select
Clear browsing data
, then select
Basic
.
Select
All time
for the time range and mark the 3 checkboxes, then select
Clear data
.
Close all Chrome windows, then reopen it.
For Edge:
Select
Setting and more
, then select
Settings
.
Select
Privacy, search, and services
.
Select
Choose what to clear
in the Clear browsing data section.
Select
All time
for the time range, mark the
Cookies and other site data
and the
Cached and images files
checkboxes.
Select
Clear now
.
Sign in to Engagement Manager and reopen the engagement, then select
Guided Assurance login is pending, please click here to login
to sign in with your Guided Assurance username and email.

This cannot be modified while these workpapers are being edited by other users: followed by the user name and workpaper reference.

This cannot be modified while the engagement and these workpapers are being edited by other users: followed by the user name.

Select the engagement in Engagement Manager.
Access the Guided Assurance Properties.
Sign in to Guided Assurance if prompted.
Select
Edit engagement setup
.
Select
Continue
.
Select
Next
through each screen, without making any changes.
Select
Done
, then select
Close
once you receive an edit is complete message.