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
- Open an existing Guided Assurance project from theProjectsscreen.
- In the Binder tab, select .
- Expand a document category in the list, select the number of copies of each item to add, then selectNext.noteYou can add a maximum of 10 Guided Assurance documents at a time.
- Enter a reference, modify the document title if you need to, select a rollforward treatment for each item, then selectDone.
- SelectCloseto return to the Binder tab.
Insert Checkpoint Tools documents
- Open an existing Guided Assurance project from theProjectsscreen.
- In the Binder tab, select .
- In theCheckpoint Toolsscreen, expand the PPCs Practice Aids section.
- Select a category then mark the checkboxes next to documents to add them to the binder.noteYou can add a maximum of 10 Checkpoint Tools documents at a time.
- SelectAddto insert the selected documents into the binder.
