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This article applies to:

  • Product: Guided Assurance

Finalize an engagement

You can finalize an engagement to make it read-only and prevent others from making changes.
Before you finalize an engagement, review and address any diagnostics.
  1. Open the engagement you want to finalize.
  2. Right-click the selected engagement then select
    Administration
    .
  3. Select
    Finalize
    .
  4. If you'd like, select
    Create
     to view a Finalize Diagnostics report.
  5. Select
    Next
    .
  6. You have the option to continue with unsigned workpapers or apply sign-offs, then select
    Next
    .
  7. Select
    Retain History
     if you want to prevent engagement event history from being deleted, then select
    Done
    .
  8. Optional: Select
    Export
     in a workpaper to download a PDF copy of the form.