Uploading Documents to Engagement Manager

Go to
Tools
. Select
Create SMART Docs
. Select the document you wish to upload. First, the generation processes is performed.
After generation, SMART Docs are uploaded into linked client engagement in Engagement Manager.
When the documents are uploaded for the first time, you will be required to drag and drop SMART Docs to the desired folder location.
SMART Docs can be opened and viewed from Engagement Manager. If a change needs to be made, use PPC's
Open this Workpaper in SMART Practice Aids
. You can also select
Edit
under
Workpapers
in Engagement Manager to open the SMART Doc directly in SMART Practice Aids for editing.