How to Import Disclosure Information

The only module that works with
Compilation and Review
is
Disclosure
.
To import disclosure information from another client engagement, click
File
and select
Import Disclosure Information
. The
Import Disclosure Information
window opens.
.
Select the engagement that contains matching primary disclosure checklist to the current engagement. Select
Next
. The disclosure checklist that matches your engagement will be imported.
Select an option for Rollforward Disclosure Checklist Responses. Click
Import
.