This article applies to:

Import Guided Assurance documents

After setting up the integration with Guided Assurance, you can add Engage documents to your engagement.

In Engagement Manager, select the Workpapers
tab.

Select Add

, then Workpaper
to open the Add Workpaper menu.

Select Guided Assurance
from the dropdown menu, then Next
.

Guided Assurance will open in a new window or tab.

Enter the number of copies of the documents you want to add to your Engagement. You can add up to 10 documents.

Select Next
.

Enter a Reference Number
and choose a Rollforward
option from the dropdown menu.

You can also edit the name of your document.

Select Done
.

Guided Assurance will tell you when your documents are imported. Close the window or tab to return to Engagement Manager.