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This article applies to:

  • Product: Guided Assurance

Add documents to an engagement

You can add Guided Assurance workpapers or Checkpoint Tools documents to your engagement in Engagement Manager or Onvio.
  1. After setting up your engagement, go to the Workpapers tab.
  2. Select 
    Add
     then
    Workpaper
    .
  3. Choose the source of the document you want to add and then select
    Next
    .
  4. For Guided Assurance workpapers:
    1. Expand the sections, go to the documents you want to add, choose the number of copies for each document by using the up and down arrows, and then select
      Next
      .
    2. Add a reference for each document, edit the title, select the rollforward option, or mark to remove the workpaper.
      note
      You can add up to 10 documents at a time.
    3. Select
      Done
       to finish.
    4. Close the window when you're done. Go back to your engagement to access your added workpapers.
  5. For Checkpoint Tools documents:
    1. Expand your PPC's Practice Aids title.
    2. Select the title you want to add documents from.
    3. Your title will open in the center pane. Expand the sections for the list of all available documents.
    4. Select each document you want to add by marking the checkbox next to it.
      note
      You can add up to 10 documents at a time.
    5. Your selected files will show in the right pane.
    6. Select
      Add
       to add them to your engagement.
    7. Close the window when you're finished. Go back to your engagement to access your added workpapers.