Manage engagements

Create a review note

Follow these steps to create and assign a note for an engagement, folder, or workpaper.
  1. In Engagement Manager, open the engagement.
  2. In the
    Workpapers
     tab, select the engagement, folder, or workpaper you want to add a note to.
  3. Select Add
    Add
    , then
    Note
    .
  4. Select a
    Priority
     and
    Status
    , then enter a subject.
  5. Enter the note text and select
    Save
     when you're done.

This article applies to:

  • Product: Cloud Audit Suite
  • Subject: Engagements