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This article applies to:

  • Product: Guided Assurance
  • Subject: Audit

Add workpaper references to steps

After you've designed the audit engagement, you can add workpaper references to steps.
  1. Go to the step you want to add a workpaper reference.
  2. Right-click in the Workpaper Index column of the step and select
    Add Workpaper Reference
    .
    • You can add a Workpaper Reference to a document in Onvio or Engagement Manager that wasn't added in Guided Assurance.
    • Onvio doesn't require a workpaper to have a reference, but if you want to link to it from the Guided Assurance form, the Onvio workpaper needs to have a reference.
  3. Select 1 or more workpapers from the list then select
    Continue
    .