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Setup engagements

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.
    note
    If the external integration source wasn't selected during the setup of the new engagement, go to the Engagement Manager
    Properties
     of the engagement, select the
    Content
     tab, then select
    Guided Assurance
     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.
    note
    You can only upload files with extension
    .sprtl
     or
    .sptr
    . If you try to upload files with any other extension, you'll get a warning that you've selected an incorrect file type.
  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.

This article applies to:

  • Product: Guided Assurance