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Transfer an Engagement

You can transfer a SMART Practice Aids engagement to other users using the Transfer Engagement tool.
To transfer an engagement:
  1. On the
    Tools
     menu, click
    Transfer Engagement
    .
    The Transfer Engagement window appears.
  2. Select the database and client name for the engagement.
  3. Select the engagement name you want to transfer.
  4. Click
    Next
    .
  5. On the next window, enter a name for the engagement transfer file.
  6. Select the
    Read-Only
     check box to create a read-only copy of the engagement file.
    note
    With Read-Only selected, other users will be able to review, but not edit the engagement. If Read-Only is not selected, the engagement file is live and may be edited by other users.
  7. Enter the full path to the folder where you want to save the transfer file. Use the
    Browse
     button to locate the folder.
  8. Select the
    Transfer by e-mail
     check box to attach the transfer file to an e-mail message.
  9. Click
    Finish
     to complete the transfer.

Files Created with the Transfer Engagement Tool

Live engagement files (created with Read-Only not selected) differ from Read Only engagement files in two ways:
  • Live files have a filename extension of
    sprtl
    , while read-only files have a filename extension of
    sprtr
    .
  • The two file types also are represented by unique icons.

Delete Transfer Files

To delete a file created with the Transfer Engagement tool:
  1. On the
    Tools
     menu, click
    Wrap-up
    .
  2. From the
    Wrap-up
     submenu, click
    Delete Transfer Files
    .
  3. Browse to the folder that contains the file you want to delete.
    The
    Delete Transfer Files
     window appears.
  4. Select the check boxes next to the transfer files you want to delete.
  5. Click
    Delete
    .

This article applies to:

  • Product: SMART Practice Aids