About Engagements

For new engagements in SMART Practice Aids, you can create a regular engagement or a SMART Start engagement, depending on the practice aids titles you have installed. You can also create a regular master engagement or a SMART Start master engagement. See the SMART Engagement Setup and SMART Start topic for overview information on the SMART Start features.

One of the first tasks in creating a client engagement is to determine whether you want to create the engagement from a blank template or from a master engagement template.

Once an engagement is created, it can be edited, transferred, or received. You can also back up, delete, restore, and finalize an engagement.

Click the following links to see step-by-step instructions for these tasks:

Create a client engagement

Create a SMART Start client engagement

Create a master engagement

Create a SMART Start master engagement

Open a saved engagement

Edit engagement setup and view engagement properties

Transfer an engagement

Receive an engagement

Back up an engagement

Restore an engagement