Add workpapers from Checkpoint Tools for PPC to Engagement Manager
Add up to 10 files at a time from
Checkpoint Tools for PPC
to the Engagement Manager
Workpapers
tab.- A user account that has been granted theAdd Workpaperpermission.
- A client and an engagement inEngagement Manager.
- If you have a license forGuided Assurance, you'll need to installCheckpoint Tools for the PPCframework.
- If you don’t have a license forGuided Assurance, you'll need to installCheckpoint Tools for PPCframework and your firm's licensed products.
- In Engagement Manager, open the engagement, then select theWorkpaperstab.
- Select the target folder where you want to add files fromCheckpoint Tools for PPC.
- Select
Add, thenWorkpaper.tipAlternatively, right-click the target folder and select Add, thenWorkpaperfrom the context menu. - SelectCheckpoint Toolsfrom theSourcedropdown list, thenNext.Checkpoint Toolsopens in a new browser tab.
- Expand the folders to find the files you want, then mark their checkboxes.
- SelectAdd.A message is shown to confirm whether the upload of the files has been successful.
- CloseCheckpoint Toolsand return toEngagement Manager.
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