Roll forward workflow for SMART Practice Aids engagements that are linked in Workpapers CS

Alerts and notices

Rolling forward SMART Practice Aids engagements that are linked to from Workpapers CS is a multi-step process that enables you to carry forward engagement documents at the same time in both applications.

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Related topics

Audit workflow, overview

Roll forward a linked SMART Practice Aids engagement from Workpapers CS

Integration workflow for audit-based engagements between SMART Practice Aids and Workpapers CS

Workpapers workflow for audit-based engagements

Workflow for audit collaboration in the field

Workflows in Workpapers CS