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Workpaper Dashboard

Delete PPC's SMART Practice Aid documents

Deleting a SMART Practice Aid document from the Recycle Bin in the Accounting CS Workpapers engagement binder will cause the document to become unlinked. When you Generate SMART Docs, the deleted document will have a status of "Failed: Workpapers CS is no longer linked to this engagement".
  1. Go to the Workpapers Dashboard.
  2. Select the
    Engagement Binders Tree
     portlet.
  3. Rick-click the document and choose
    Delete
    .
  4. To regenerate the deleted SMART document in PPC SMART Practice Aids as a Checkpoint Tools (Word or Excel) document and send it to the Workpapers CS binder:
    1. From the
      Create SMART Docs
       screen in SMART Practice Aids, mark the
      Create Checkpoint Tools Practice Aids (not recommended)
       checkbox and select
      Create
      .
    2. When the document is created in Checkpoint Tools, you can insert the document into the Accounting CS Workpapers as an external document via the Add Workpaper wizard.

This article applies to:

  • Product: Workpapers CS
  • Subject: Engagements,Workpapers