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Search PPC's SMART Practice Aids Support Help and Support.

This article applies to:

  • Product: SMART Practice Aids

Receive an Engagement

You can receive a SMART Practice Aids engagement that another user has exported using the Transfer Engagement tool. Received engagements can be edited and reviewed in SMART Practice Aids.
To receive an engagement:
  1. On the
    Tools
     menu. click
    Receive Engagement
    .
    The Receive Engagement window appears.
  2. Enter the full path to the folder where the transferred engagement file is located. Use the
    Browse
     button to locate the folder.
  3. Select the
    Open engagement when the receive process is complete
     check box to view the engagement in SMART Practice Aids when the receive process is complete.
  4. Click
    Receive
    .
    Once the receive operation has completed, you are prompted with the option to delete the transfer file.
    note
    For most purposes, the transfer file is no longer needed once the engagement is successfully received. Clicking
    Yes
     safely cleans up the unneeded file without affecting the received engagement. You could also delete a transfer file later using Tools > Wrap-up > Delete Transfer Files.
  5. Click
    Yes
     to delete the transfer file or
    No
     to keep the file.