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Back Up an Engagement

When necessary, you can back up an engagement in SMART Practice Aids using the
File
 menu. Depending on whether you are backing up a
client engagement
 or a
master engagement
, refer to the following procedures.
note
An engagement must be closed before the engagement can be backed up.
Back Up a Client Engagement
  1. On the
    File
     menu, click
    Backup
    .
  2. On the
    Backup
     submenu, click
    Client Engagement
    .
  3. Select the engagement you want to back up.
  4. Click
    Next
    .
    note
    If you have the engagement open, you will see a message telling you the engagement must be closed before it can be backed up. You have the option to click
    Yes
     to close the engagement.
  5. On the next window, enter a name for the backup file (the file extension is .sprb).
  6. Enter the full path to the folder where you want the engagement backup file saved. Use the
    Browse
     button to locate the folder.
  7. Click
    Finish
    .
Back Up a Master Engagement
  1. On the
    File
     menu, click
    Backup
    .
  2. On the
    Backup
     submenu, click
    Master Engagement
    .
    The Backup Master Engagement window appears.
  3. Select the master engagement you want to back up.
  4. Click
    Next
    .
    note
    If you have the master engagement open, you will see a message telling you the engagement must be closed before it can be backed up. You have the option to click
    Yes
     to close the master engagement.
  5. On the next window, enter a name for the backup file (the file extension is .spmb).
  6. Enter the full path to the folder where you want the engagement backup file saved. Use the
    Browse
     button to locate the folder.
  7. Click
    Finish
    .
Delete a Backup File
  1. On the
    Tools
     menu, click
    Wrap-up
    .
  2. From the
    Wrap-up
     submenu, click
    Delete Backup Files
    .
    The
    Delete Backup Files
     window appears.
  3. Select the check boxes next to the backup files you want to delete.
  4. Click
    Delete
    .

This article applies to:

  • Product: SMART Practice Aids