Add workpapers from Checkpoint Tools for PPC to Engagement Manager

Add up to 10 files at a time from
Checkpoint Tools for PPC
to the
Engagement Manager
Workpapers
tab.
  • A user account that has been granted the
    Add Workpaper
    permission.
  • A client and an engagement in
    Engagement Manager
    .
  • If you have a license for
    Guided Assurance
    , you'll need to install
    Checkpoint Tools for the PPC
    framework.
  • If you don’t have a license for
    Guided Assurance
    , you'll need to install
    Checkpoint Tools for PPC
    framework and your firm's licensed products.
  1. In Engagement Manager, open the engagement, then select the
    Workpapers
    tab.
  2. Select the target folder where you want to add files from
    Checkpoint Tools for PPC
    .
  3. Select add
    Add
    , then
    Workpaper
    .
  4. Select
    Checkpoint Tools
    from the
    Source
    dropdown list, then
    Next
    .
    Checkpoint Tools
    opens in a new browser tab.
  5. Expand the folders to find the files you want, then mark their checkboxes.
  6. Select
    Add
    .
    A message is shown to confirm whether the upload of the files has been successful.
  7. Close
    Checkpoint Tools
    and return to
    Engagement Manager
    .

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