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Products that integrate with Engagement Manager

Guided Assurance integration frequently asked questions

Find answers to your frequently asked questions about integrating Guided Assurance with Engagement Manager.
  1. Go to user menu and select
    Preferences
    .
  2. Add your Guided Assurance credentials in the
    Guided Assurance
     tab, then select
    Save
    .
  3. Add the pop-up blocker exceptions mentioned in the set up for Engagement Manager.
  4. After completing steps 2 and 3, sign out of Engagement Manager and close the browser window.
  5. Open a new browser window, then sign back in to Engagement Manager.
  6. You should see a pop-up window showing
    Processing...
     after a successful sign in. This window will automatically disappear.
The full error message reads: 
Guided Assurance Token Doesnt Exists.
This error occurs if you try to access Guided Assurance without adding the pop-up blocker exception.
To resolve this, add the pop-up blocker exceptions mentioned in the set up for Engagement Manager.
Alternatively, while you're on that page, you can select
Pop-up blocked
 from the Chrome the address bar, then select
Always allow
.
Then sign out and sign back into the application.
Because Engagement Manager and Guided Assurance are web-based, signing out of Guided Assurance and Engagement Manager, then clearing your cache and temporary internet files is a great first step to take.
  1. Select user menu, then select
    Preferences
    .
  2. Select
    Guided Assurance
    , then select
    Sign out
    .
  3. Select user menu, then select
    Sign out
    .
  4. Clear your browser's cache and cookies.
    For Chrome:
    1. Go to
      Customize and Control Google Chrome
      , then select
      More tools
      .
    2. Select
      Clear browsing data
      , then select
      Basic
      .
    3. Select
      All time
       for the time range and mark the 3 checkboxes, then select
      Clear data
      .
    4. Close all Chrome windows, then reopen it.
    For Edge:
    1. Select
      Setting and more
      , then select
      Settings
      .
    2. Select
      Privacy, search, and services
      .
    3. Select
      Choose what to clear
       in the Clear browsing data section.
    4. Select
      All time
       for the time range, mark the
      Cookies and other site data
       and the
      Cached and images files
       checkboxes.
    5. Select
      Clear now
      .
  5. Sign in to Engagement Manager and reopen the engagement, then select
    Guided Assurance login is pending, please click here to login
     to sign in with your Guided Assurance username and email.
The full error message reads: 
Http Error 403. Permission required. Your session may have expired. Please login again with your username and password. If you think you have reached this page by mistake, please check the web address is spelled correctly or hit back and try another link.
To resolve this, first perform the steps detailed in
I got an error. What do I do?
Then begin a new engagement.
The full error message reads: 
Http Error 401. Unauthorized Access. Your session may have expired. Please login again with your username and password. If you think you have reached this page by mistake, please check the web address is spelled correctly or hit back and try another link.
To resolve this, first perform the steps detailed in
I got an error. What do I do?
Then add the pop-up blocker exceptions referenced in the set up for Engagement Manager.
If you can't select
Done
 on the last Guided Assurance wizard screen, this means the title you have selected is not available. Not all of the titles are currently available.
The full message says:
This cannot be modified while these workpapers are being edited by other users: followed by the user name and workpaper reference.
This means that there is a lock on the document.
To resolve this, the user mentioned in the message will need to open the document from Engagement Manager. Once Guided Assurance open the document in edit mode, change to view mode, and then close the document. Now, you should now be able to edit this document.
If you're still not able to edit the document, or the full message says: 
This cannot be modified while the engagement and these workpapers are being edited by other users: followed by the user name.
The user mentioned in the message will need to follow these steps to clear the locks:
  1. Select the engagement in Engagement Manager.
  2. Access the Guided Assurance Properties.
  3. Sign in to Guided Assurance if prompted.
  4. Select
    Edit engagement setup
    .
  5. Select
    Continue
    .
  6. Select
    Next
     through each screen, without making any changes.
  7. Select
    Done
    , then select
    Close
     once you receive an edit is complete message.
A token validation failed message means the sign in and email that were entered don’t match a valid sign in associated with Guided Assurance. Verify your sign in and email credentials with your firm's Guided Assurance Administrator.
Perform the steps detailed in
I got an error. What do I do?
The message says: 
You don’t have the appropriate product license to access this engagement. Please contact your firm administrator for more information. What do you want to do next? Call Technical Support at 1-800-431-9025. Option 4. Option 2. Create a support ticket... and is followed by an Error ID.
This often means that the proper Checkpoint products haven’t been assigned to you. Verify your Checkpoint sign in, email, and assigned products with your firm's Checkpoint Administrator.
Perform the steps detailed in
I got an error. What do I do?
When you are editing a Guided Assurance workpaper that is not finalized, if you receive a message that says,
This can't be modified while the workpaper is finalized
, lock and unlock the workpaper, then try to edit the document again.
If you are not able to access the
Manage
,
Guided Assurance Properties
 in a Guided Assurance enabled engagement binder, select another engagement binder, then go back to the original engagement binder. Refresh your browser, then select the
Workpapers
 tab.

This article applies to:

  • Product: Engagement Manager
  • Subject: Integration
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