Linking engagements to PPC's SMART Practice Aids from within AdvanceFlow

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If you are licensed for PPC's SMART Practice Aids, you can link engagements to SMART Practice Aids from within AdvanceFlow.

  1. In the navigation pane, click the engagement that you want to link to PPC's SMART Practice Aids.
  2. Click the Engagement Properties Engagement Properties button button.
  3. Click the Content tab in the Engagement Properties dialog.
  4. Choose SMART Practice Aids from the Source drop-down list and click OK.

    Note: The Field Work module must be enabled for the engagement within PPC's SMART Practice Aids.

  5. In the Workpapers tab, a yellow bar will indicate that linking is pending. Click the link in the message to launch SMART Practice Aids.

Related topic: AdvanceFlow integration with PPC's SMART Practice Aids

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