Help & How-To Center

1. Choose Setup > Engagement Binders, or right-click a binder in the Engagement Binders Tree portlet of the Workpapers Dashboard, and then choose Properties to open the Engagement Binders dialog.
2. Select the engagement to link with PPC's SMART Practice Aids, click the PPC tab, and then click the Edit button.
3. Click the Add Link button to launch PPC's SMART Practice Aids.
4. In the Select New/Existing Engagement dialog choose the Select an existing engagement? option and click OK.
5. Select the following items in the Open Engagement dialog.
   • Database. (The local database is displayed by default).
   • Client name. (The last client that was accessed in PPC's SMART Practice Aids is selected by default.)
   • Engagement name. (The list of existing PPC binders for the selected client is displayed.)
   • Allow multi-user for this engagement / Do not allow multi-user for this engagement. Enable or disable multiple-user access to the engagement.

   

6. Click the Open button to open the selected engagement and return to the main screen in PPC's SMART Practice Aids.
7. Choose Tools > Create SMART Docs... and mark the checkboxes next to the SMART Practice Aids that you want to upload to the engagement binder in Workpapers CS, and then click the Create button.

   Note: If the Generate SMART Docs option is unavailable, it is likely that you are not licensed for the Field Work module. To verify that you are licensed for the Field Work module, choose Help > About in PPC's SMART Practice Aids to view a list of the modules installed with the version number.

   

8. Use the Generation Status dialog to monitor the progress of workpaper generation in real-time. Any errors that occur during the generation process can be viewed in the Error Report tab.

   

9. After the workpaper generation is complete, close the Generation Status dialog, and then the Upload status dialog is displayed.
10. Close the dialog, and then close or minimize the PPC's SMART Practice Aids application.
11. Verify that the SMART Practice Aids that you uploaded have been inserted into the top level of the engagement binder that you selected in Workpapers CS.
12. Double-click a SMART Practice Aid in the Engagement Binders Tree portlet to launch it in PPC's SMART Practice Aids.

Creating and linking a new engagement to PPC's SMART Practice Aids

1. In the Setup > Engagement Binders screen, or the Engagement Binders properties dialog (which is accessed from the right-click context menu in the Workpapers Dashboard), select the engagement to link with PPC's SMART Practice Aids, click the PPC tab, and then click the Edit button.
2. Click the Add Link button to launch PPC's SMART Practice Aids.
3. In the Select New/Existing Engagement dialog in PPC's SMART Practice Aids, choose the Create a new engagement? option and click OK to open the Create Client Engagement wizard.
4. Select and/or enter the following items in the Create Client Engagement screen.
   • Database. (The local database is displayed by default).
   • Client name. Enter or select a client from the list (The last client accessed in PPC's SMART Practice Aids is selected by default.)
   • New engagement name.
   • Engagement date (optional)
   • Engagement Type.

   

5. Click Next and select the Practice Aid title to use in the new engagement.

   Notes

   • Different options appear in this screen based on the Practice Aid title selected, PPC modules for which you are licensed and have installed, and the engagement type that is selected on the previous screen. For details, refer to the user assistance in the PPC's SMART Practice Aids application.
   • To include Workpapers CS as the external engagement management software to be used, the Field Work checkbox must be marked as a module to be included with the engagement.
6. After reviewing your options in the current screen of the Create Client Engagement wizard, click Next and choose your options.
7. Click Finish to apply the selections for the new engagement client.
8. In the main screen of PPC's Practice Aids, choose Tools > Create SMART Docs... to open the Create SMART Docs dialog.
9. Select the applicable documents from the Forms list in the Create SMART Docs dialog, and then click the Create button.
10. Use the Generation Status dialog to monitor the progress of workpaper generation in real-time. Any errors that occur during the generation process can be viewed in the Error Report tab.
11. After the workpaper generation is complete, close the Generation Status dialog and the Upload status dialog.
12. Close or minimize the PPC's SMART Practice Aids application.