Add documents to an engagement

You can add Checkpoint Engage workpapers or Checkpoint Tools documents to your engagement in AdvanceFlow or Onvio.
  1. After setting up your engagement, go to the Workpapers tab.
  2. Select 
    Add
    and then
    Workpaper
    .
  3. Choose the source of the document you want to add and then select
    Next
    .
  4. For Checkpoint Engage workpapers:
    1. Expand the sections, go to the documents you want to add, and choose the number of copies by using the up and down arrows then select
      Next
      .
    2. Add a reference for each document, edit the title, select the rollforward option, or mark to the remove the workpaper.
      You can add up to 10 documents at a time.
    3. Select
      Done
      to finish.
    4. Close the window when the process is finished. Go back to your engagement to access your added workpapers.