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SMART Practice Aids - Field Work

Workpaper Properties

You can change workpaper properties, including document name, workpaper reference, and rollforward options. You can also sign-off as completed and reviewed, and finalize the workpaper. You can easily roll forward your entire PPC engagement from one period to another, with options on different document types for replace or rollforward of responses.
note
If you use engagement management software and prefer to manage all workpapers, sign-off and finalize documents in your engagement management software, you can do that and exclude these options in SMART Field Work when you create a new engagement in SMART. If you use engagement management software, you can still change Workpaper Properties such as document name, workpaper reference, and rollforward options. However, you may prefer to continue to sign-off and finalize workpapers in your engagement management software rather than in SMART.
Open
Workpaper Properties
by selecting it from the
Edit
 menu. (You can also access Workpaper Properties by right-clicking a workpaper's title in the Navigation pane.)
On the
Workpaper Sign-off
tab, you can sign-off a workpaper as being complete and then select the
Finalize Workpaper
check box. However, you will have to clear this check box if you want to make any additional changes to a finalized workpaper.