Import an engagement from Guided Assurance or SMART Practice Aids in Engagement Manager

You can import an engagement from SMART Practice Aids or Guided Assurance instead of creating a new engagement. Do the following to import an engagement in Engagement Manager:
  1. Add a new engagement in Engagement Manager and make sure
    Guided Assurance
    is selected as the external integration source.
  2. If the engagement is not already opened, go to the
    Home
    dashboard and select your engagement.
  3. Go to the
    Workpapers
    tab and select
    Guided Assurance setup is pending, click here to begin
    .
  4. Guided Assurance will open in another window. Select
    Import an existing engagement
    then
    Continue
    .
  5. Choose the source of the imported engagement.
  6. You can either
    Drag and drop files here
    or
    Browse for file
    to upload your engagement.
  7. Select
    Next
    when the engagement name and industry shows.
  8. The import may take several minutes. If you choose to continue with the import, select
    Upload and Import Engagement
    .
  9. When the import is done, you'll get an alert that says
    Your Engagement data has been imported
    . Close the screen after you get this message.
  10. Go back to Engagement Manager to access your imported engagement.