Verify your Guided Assurance credentials before adding workpapers

Before you can add workpapers from Guided Assurance to a project in Onvio, you'll need to enter and verify your credentials for Guided Assurance.

Select your profile icon in any screen in the application, then select View Profile
.

Select the Guided Assurance
tab.

Enter the Checkpoint credentials that you use, review the license agreement, and mark the related checkbox for it.

Select Save
, then verify that you can add a Guided Assurance workpaper to your project.

This article applies to: