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If you are licensed for and have installed PPC SMART Practice Aids with the Field Work module, you can set up a direct link to a new or existing engagement from Workpapers CS for dynamic two-way integration. Alternatively, without the Field Work module installed, you can add PPC Practice Aids as external workpapers via the Add Workpaper Wizard.
Method 1 - Two-way dynamic integration between Workpapers CS and PPC SMART Practice Aids
This method requires that you are licensed for the Field Work module in SMART Practice Aids to enable direct linking with an engagement binder in Workpapers CS.
See also
Linking engagements to PPC SMART Practice Aids
Adding SMART Practice Aids to a linked engagement binder.
Method 2 - Adding SMART Practice Aids as an external workpaper via the Add Workpaper wizard
If you are licensed for and have installed the Fieldwork module, you will not be able to use this method for adding SMART Practice Aids to the engagement. When the following question is displayed in the Rollforward Engagement wizard in PPC's SMART Practice Aids, Do you plan to use external management software?, the Yes option is selected by default and cannot be changed (grayed). Also, the Tools > Generate SMART docs command is unavailable (grayed) in this scenario.
If you are not licensed for the Field Work module in PPC SMART Practice Aids, you can save your PPC SMART Practice Aids to your local drive as a Microsoft Word or Microsoft Excel workpaper and insert them into the engagement binder via the Add Workpaper Wizard as external documents.
For details, see Adding an external workpaper
See also: Add Workpaper Wizard
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