Backup a Client Engagement

You can backup an Client engagement in SMART Single Audit Field Work using the File
menu.

note

An engagement must be closed before the engagement can be backed up.

If you have the engagement open, close it.

Go to the File
menu and select Backup
.

Choose the engagement you want to backup.

Select Next
.

Select Yes
to close the engagement if it's still open.

Enter the full path to the folder where you want to save the engagement backup file or select Browse
to choose the location.

Select Backup
.