Universal Guided Assurance

Get started

Install the necessary application:
Go to the
Setup
, then
Downloads
screen in Engagement Manager.
Select the
Universal Guided Assurance
link.
Export documents:
Open an existing engagement with Guided Assurance, then select the
Workpapers
tab.
Select the documents you want to export and use the right-click menu for individual or multiple documents export.
For bulk export, use the
Export all to PPC
option under the
Guided Assurance
dropdown menu.
Integrate with other applications:
Once exported, you can add these PPC files to any engagement or document management application.
After you signed in, they are designed to open directly in Guided Assurance, taking you to the specific document you've selected.