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This article applies to:

  • Product: Guided Assurance

Edit the disclosure checklist in a disclosure engagement

Use the disclosure checklist to customize and complete the necessary disclosures in your disclosure engagement.
  1. Open your disclosure checklist.
  2. Go to the Disclosure topics tab, select the topics to include in the disclosure checklist, and then select
    Save
    .
    note
    You can add custom topics and change default topic names using the
    Add Topic
     and
    Edit Topic
     options. Select
    Reset
     to go back to the default settings.
  3. In the Part I and Part II tabs, add and edit requirements and mark the disclosures as completed.
  4. Select
    Update Checklist
     to save your changes and get the latest version of the content.
  5. Select
    Practical Considerations
     to show or hide notes on each requirement.
    Some Disclosures have an
    Example
    —this is called an interactive disclosure.
  6. Select
    Save
     when you're finished.

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