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Integration with Workpapers CS

Linking to Workpapers CS Workpaper

In SMART, you have the ability to link to a
Workpaper CS Workpaper
 in a SMART Practice Aids planning form or audit program step.

Link a SMART Practice Aids
Planning Form
 to an Workpapers CS workpaper

Open a client engagement
  1. Right-click in a Planning Form entry field and select
    Insert Workpaper Reference
     from the right click menu.
  2. Click Add WP Ref. The
    Insert Workpaper Reference
     window is displayed.
  3. Expand and select the desired
    Workpaper CS Workpaper
     and click
    Select
    .
    Select highlighted in the Insert Workpaper Reference dialog
  4. Click the workpaper reference link to open the workpaper in Workpaper CS.
    Workpaper sample selected in the WP Refs tab.
  5. This opens a read only workpaper in Workpaper CS. Edit the workpaper by opening it from Workpaper CS in edit mode.
    Read only highlighted in the workpaper window
  6. Click the pencil icon to open the
    Edit Text
     window.
    edit text icon highlighted
note
The pencil icon with the
+
 sign indicates a linked workpaper

Link a SMART Practice Aids
Audit Program
 to a Workpaper CS Workpaper

Open a client engagement
  1. From an audit program, right-click in the
    Workpaper Index
     column and select
    Insert Workpaper Reference
     from the right click menu. The
    Insert Workpaper Reference
     window is displayed.
  2. Expand and select the desired
    Workpaper CS Workpaper
     and click
    Select
    .
    select button highlighted in the insert workpaper reference window
  3. Click the workpaper reference link
    once
    , to open the read only workpaper in Workpaper CS. Edit the workpaper by opening it from Workpaper CS in edit mode.