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This article applies to:

  • Product: SMART Practice Aids

Use SMART with your Engagement Management Software

When using SMART in conjunction with your engagement management software:
  • You will be able to continue using your engagement management software as you always have. You will also have the added value of critical engagement-level information dynamically shared throughout your PPC engagement. Diagnostics will alert you to errors or inconsistencies within your engagement. And you will be able to take advantage of valuable engagement tools such as
    Smart Navigation
    ,
    Engagement Dashboard
    , and
    Smart Procedures Design
    .
  • SMART Docs
     generated by SMART will reside within your engagement management software, so you will be able to open read-only versions of the workpapers for review. You will have the option to launch directly to the applicable workpaper in SMART for editing the live version.
  • SMART will prompt you whenever the SMART Docs need to be initially created and will continue to prompt you whenever they need to be refreshed and updated. In this way, you can continue to manage your engagement through your engagement management software, and your PPC workpapers will always be in synch and up-to-date.
  • When accessing workpapers within SMART, you will also be notified that you may not have rights to the workpaper within your engagement management software.
  • If you select
    Yes
    to use engagement management software, you will be able to add only SMART-enabled documents.