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This article applies to:

  • Subject: Documents,Workpapers

Edit Guided Assurance documents in Engagement Manager

You can edit your Guided Assurance documents from the
Workpapers
 tab of your engagement in Engagement Manager.
  1. There are 3 ways to open your document for editing:
    1. Double-click your document.
    2. Right-click your document and select
      Edit
      .
    3. Choose the document you want to edit, select Open the manage dropdown.
      Manage
      , then
      Edit
      .
  2. Your document will open in a new window.
  3. Update your document then select Save your changes.
    Save
    .
  4. Close the window to return to Engagement Manager.