This article applies to:

Connect Checkpoint Engage to AdvanceFlow

Work with your Checkpoint Engage audit documents in your AdvanceFlow engagements. You need to establish a connection first.

Select

, then select Preferences
.

Select Checkpoint Engage
and enter your Checkpoint Engage User Id and email.

note

Reach out to your firm's Checkpoint administrator if you need help with your user id and email.

Select Save
.

Sign out of AdvanceFlow under

, then sign back in.

If you encounter any issues with these steps, you can try signing out of Checkpoint engage.

Select

, followed by Preferences
.

Select Checkpoint Engage
.

Select Sign out
.

Sign out of AdvanceFlow and then sign back in.