Insert Menu

These options are available from the Insert
menu on the main menu bar.

Name	Description	Shortcut
Procedure Above	Insert a custom procedure above the highlighted text. Use this to define your own procedures and objectives. Highlight a procedure or partial text in the center pane to activate this option.	Alt + I + P
Procedure Below	Insert a custom procedure below the highlighted text. Use this to define your own procedures and objectives. Highlight a procedure or partial text in the center pane to activate this option.	Alt + I + R
Category Above	Insert a new procedure category above the highlighted text. Use this to add custom procedure categories into your program. Highlight a procedure or partial text in the center pane to activate this option.	Alt + I + C
Category Below	Insert a new procedure category below the highlighted text. Use this to add custom procedure categories into your program. Highlight a procedure or partial text in the center pane to activate this option.	Alt + I + A
Add Forms	Add multiple copies of forms to an engagement. (2007 and later titles)
Remove Form	Remove a form from an engagement. (2007 and later titles)

Internal Control Installed

Users who install SMART Practice Aids – Internal Control
see the following additional option on the Insert
menu.

Name	Description	Shortcut
Add Exception	Specify a new exception to be added to the Exception Summary form.	N/A

Users who install SMART Practice Aids – Disclosure
see the following additional options on the Insert
menu.

Name	Description	Shortcut
Add New Note	Add a new note to the selected disclosure topic.	N/A
Topic Above	Add a new topic above the selected disclosure topic.	N/A
Topic Below	Add a new topic below the selected disclosure topic.	N/A
Topic Child	Add a child topic to the selected disclosure topic.	N/A
Requirement Above	Add a new disclosure requirement above the selected requirement.	N/A
Requirement Below	Add a new disclosure requirement below the selected requirement.	N/A
Requirement Child	Add a child disclosure requirement to the selected requirement.	N/A

Users who install SMART Practice Aids – Field Work
see the following additional option on the Insert
menu.

Name	Description	Shortcut
Review Note Document	Opens Checkpoint Tools for PPC, where you can select a document from the list.	N/A
Add Document	The Add Document submenu has the following options.	N/A

Name	Description
PPC Forms	Opens the Add PPC Forms window, where you can add forms to the engagement.
External Document	Opens the Windows Open window, where you can browse to select an external document.
Checkpoint Tools Document	Opens Checkpoint Tools for PPC, where you can select a PPC Practice Aids document from the list.
Manual Document	Opens the Workpaper Properties window, where you can create a workpaper as a document in SMART Practice Aids.
New Word Document	Opens the Workpaper Properties window, where you can create a workpaper as a document in Microsoft Word.
New Excel Document	Opens the Workpaper Properties window, where you can create a workpaper as a document in Microsoft Excel.