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Checkpoint

Add Guided Assurance documents to a binder

If you're licensed for Guided Assurance, you can insert Guided Assurance and Checkpoint Tools documents into a binder.

Insert Guided Assurance documents

  1. Open an existing Guided Assurance project from the
    Projects
     screen.
  2. In the Binder tab, select
    New
    Guided Assurance
    .
  3. Expand a document category in the list, select the number of copies of each item to add, then select
    Next
    .
    note
    You can add a maximum of 10 Guided Assurance documents at a time.
  4. Enter a reference, modify the document title if you need to, select a rollforward treatment for each item, then select
    Done
    .
  5. Select
    Close
     to return to the Binder tab.

Insert Checkpoint Tools documents

  1. Open an existing Guided Assurance project from the
    Projects
     screen.
  2. In the Binder tab, select
    New
    Checkpoint Tools
    .
  3. In the
    Checkpoint Tools
     screen, expand the PPCs Practice Aids section.
  4. Select a category then mark the checkboxes next to documents to add them to the binder.
    note
    You can add a maximum of 10 Checkpoint Tools documents at a time.
  5. Select
    Add
     to insert the selected documents into the binder.

This article applies to:

  • Product: Onvio
  • Subject: Integration
  • Audiences: Staff