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

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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.

Click to view details Click a shape that contains a Link link icon icon to view detailed information.

Finalize the engagement binder
<div style="text-align: left">Finalize the engagement binder</div>
Roll forward the linked engagement
<div style="text-align: left">Roll forward the linked engagement</div>
Complete tasks in the engagement binder
<div style="text-align: left">Complete tasks in the engagement binder</div>
Workpapers CS
<font style="font-size: 14px">Workpapers CS</font>
SMART Practice Aids
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Click the Create SMART Docs Now button
<div style="text-align: left">Click the Create SMART Docs Now button</div>
Roll Forward the engagement binder to,
  • create a new engagement binder that contains SMART Practice Aids' placeholder workpapers
  • automatically open SMART Practice Aids to complete the Roll Forward process in that application
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Add SMART Practice Aids documents to the linked engagement binder
<div style="text-align: left">Add SMART Practice Aids documents to the linked engagement binder</div>
Documents are added
to the new linked
engagement in
Workpapers CS
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Generate SMART documents and click Close when finished
Generate SMART documents and click Close when finished
SMART Practice Aids are uploaded and placeholders??are replaced in the new engagement binder
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