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This article applies to:

  • Product: Workpapers CS
  • Subject: Integration

Link an existing engagement to PPC's SMART Practice Aids

If you're licensed and have installed PPC's SMART Practice Aids with the Fieldwork module, you can:
  • Link engagement binders in
    Workpapers CS
     to SMART Practice Aid's engagements, so you can transfer, open, and edit SMART documents within the Workpapers Dashboard.
  • Roll forward SMART workpapers. Create placeholder workpapers during the rollforward process, then replace by SMART workpapers when the rollforward process is complete.
  • Set up a direct link to an existing engagement from the application for dynamic two-way integration. Alternatively, without the Fieldwork module installed, you can add PPC Practice Aids as external workpapers.
Take the following steps to link an existing engagement to PPC's SMART Practice Aids.
  1. Select
    Setup
    ,
    Engagement Binders
    , then select
    Properties
    .
  2. Select the engagement to link with PPC's SMART Practice Aids, select the
    PPC
     tab, then
    Edit
    .
  3. Select
    Add Link
     Add link to open PPC's SMART Practice Aids.
  4. Choose
    Select an existing engagement
    , then select
    OK
    .
  5. Select the following items in the Open Engagement window.
    • Database.
    • Client name.
    • Engagement name.
    • Allow multi-user for this engagement or Do not allow multi-user for this engagement.
  6. Select
    Open
    .
  7. Select
    Tools
    , then select
    Create SMART Docs
    .
  8. Select the SMART Practice Aids that you want to upload to the engagement binder, then select
    Create
    .
  9. Monitor the progress of workpaper generation in the Generation Status window. You can check for errors during the generation process in the
    Error Report
     tab.
  10. After the workpaper generation is complete, close the Generation Status window and the Upload status window.
  11. Close or minimize the PPC's SMART Practice Aids application.
  12. Verify that the SMART Practice Aids that you uploaded have been inserted into the top level of the engagement binder that you selected in
    Workpapers CS
    .
  13. Double-click a SMART Practice Aid in the Engagement Binders Tree toolbar to open it in PPC's SMART Practice Aids.

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