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Getting started with SMART Single Audit

Transfer an engagement

You can transfer a SMART Practice Aids engagement to other users using the Transfer Engagement tool.
To transfer an engagement:
  1. Select
    Tools
    , then select
    Transfer Engagement
    .
  2. Select the database and client name for the engagement.
  3. Select the engagement name you want to transfer.
  4. Select
    Next
    , then enter a name for the engagement transfer file.
  5. Select the
    Read-Only
     checkbox to create a read-only copy of the engagement file.
    With Read-Only selected, other users will be able to review, but not edit the engagement. If Read-Only is not selected, the engagement file is live and other users may edit it.
    The live engagement files differ from read-only engagement files in two ways:
    • Live files have SPSTL filename extension, while read-only files have SPSTR filename extension.
    • The two file types are represented by unique icons.
  6. Use
    Browse
     to locate the folder, then enter the full path to the folder where you want to save the transfer file.
  7. If you'd like, select
    Transfer by e-mail
     to attach the transfer file to an e-mail message.
  8. Select
    Finish
     to complete the transfer.