Engagement Management Software Integration

Whether you are using Engagement Manager, Engagement CS, Profx Engagement, or CaseWare as your engagement management software, SMART Field Work helps you with your audit process by offering two options for document management:
Create SMART image documents (SMART Docs) that make staying in synch with your engagement management software more seamless.
OR
Manage all documents for your audit engagements within SMART.
Specify your preference to use engagement management software by clicking
YES
on the Create Client Engagement screen.
While utilizing Field Work, if you have created SMART Docs to store in your engagement software, when you open a specific SMART Doc, you will see a read-only view of the workpaper as it existed at the time the SMART Doc was created. If you need to change that document or complete additional work in that area, select
PPC>Open Workpaper in SMART Practice Aids
from the menu in Word, which will launch you directly to that appropriate workpaper within SMART, ensuring that your PPC workpapers always stay in synch. Every time you use SMART, documents that have changed will be flagged so you can easily identify in your engagement software which versions need to be updated.