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
.
note
For Compilation and Review you will have to have a disclosure enabled engagement in order to import.