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

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If you are licensed for and have PPC's SMART Practice Aids with the Fieldwork module installed, you can link engagement binders in Workpapers CS to SMART Practice Aids engagements to enable you to transfer, open, and edit SMART documents within the Workpapers Dashboard. For more information about audit-based engagements in Workpapers CS, see Workpapers workflow for audit-based engagements.

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Add Engagement binder
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Do you use SMART
Practice Aids?
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Do you have a
SMART Practice Aids
engagement?
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No
No
Yes
Yes
Proceed through the Create Client Engagement wizard
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Choose Client name and Engagement type
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Engagement is
created
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Engagement is
opened
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Choose which SMART documents to add to the linked engagement
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(Save if prompted)
(Save if prompted)
SMART documents are
available in the engagement
binder in the Workpapers
Dashboard
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SMART documents
are generated
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Workpapers CS
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SMART Practice Aids
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No
No
Yes
Yes
Click the Add button
on the PPC tab of the Engagement Binders screen to open SMART Practice Aids
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Select an existing
engagement
Select an existing<div>engagement</div>
Create SMART Docs
Create SMART Docs
Add workpapers to the engagement binder
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Create a new engagement
Create a new engagement

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