Tools menu

Name
Description
Shortcut
Create SMART Docs
Use this to create SMART Docs.
Alt + T + C
Diagnostics
Show diagnostics report.
Alt + T + D
Workpaper Status Report
Runs the Workpaper Status Report (if you have Field Work installed, this option is enabled).
N/A
Transfer Engagement
Transfer an existing engagement to another database.
Alt + T + T
Receive Engagement
Import an existing engagement into your database.
Alt + T + R
Delete Transfer Files
Select and delete transfer files that have been created. Use the Transfer Engagement action.
Alt + T + W + D
Delete Backup Files
Select and delete backup files that have been created. Use the Backup action.
Alt + T + W + B
Import Data
Import your program information using this feature. The Import Data Template can be downloaded from the Help menu.
Alt + T + I
Affirm
Confirm a prior-period response or selection for the current period.
Alt + T + M
Affirm Row
Confirm a prior-period response or selection for the current period for the complete row.
N/A
Affirm Table
Confirm a prior-period response or selection for the current period for the complete table.
N/A
Affirm All
Confirm all prior-period responses or selections on the current window or document for the current period.
Alt + T + L
Signoff Properties
Confirm all prior-period responses or selections on the current window or document for the current period.
Alt + T + S
Name
Description
Shortcut
Wrap Up
The Wrap Up sub-menu contains the following options:
Alt + T + W
Delete Transfer Files
Select and delete transfer files that have been created. Use Tools, then Transfer Engagement.
Alt + T + W + D
Delete Back-Up Files
Select and delete backup files that have been created. Use File, then Backup.
Alt + T + W+ B
Name
Description
Shortcut
Options
The Options sub-menu contains the following options:
Alt + T + O
File Locations
Define default file locations for engagement backups, transferred engagements, and generated Practice Aids.
Alt + T + O + F
Content Settings
Set the location of reference materials such as PPC Guidance and Checkpoint.
Alt + T + O + S
Point to Different Database
Change the database for your SMART Practice Aids client.
Alt + T + O + P
Application Settings
Change your user name.
Alt + T + O + A