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Planning an audit in SMART Single Audit
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Search PPC's SMART Single Audit Support Help and Support.

This article applies to:

  • Product: SMART Single Audit

Receive an engagement

You can receive a SMART Practice Aids engagement that another user exported using the Transfer Engagement tool. You can edit and review these received engagements in SMART Practice Aids.
To receive an engagement:
  1. Select
    Tools
    , then
    Receive Engagement
    .
  2. Enter the full path to the folder where the transferred engagement file is located. Select
    Browse
     to locate the folder.
  3. Select
    Open engagement when the receive process is complete
     to view the engagement in SMART Practice Aids when the receive process is complete.
  4. Select
    Receive
    .
  5. After the receive operation has completed, you can delete the transfer file. For most purposes, you'll no longer need the transfer file once the engagement is successfully received.
    • Select
      Yes
       to safely delete the transfer file without affecting the received engagement. You could also delete a transfer file later by going to the
      Tools
       menu and selecting
      Delete Transfer Files
      .
    • Or, select
      No
       to keep the file.