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Engagement Setup – Field Work
Some firms use document management software such as Engagement CS to organize and manage their engagement workpapers. With SMART Practice Aids –
Field Work
, you can achieve all of the benefits of having your entire PPC engagement within SMART while continuing to use your document management software to organize and manage your engagement workpapers.
Using external document management software:
- Blocks the ability to sign off (and finalize) documents in SMART since it is assumed that these activities will be done in your document management software.
- Allows you to add only PPC Forms that are SMART enabled for sharing of key data with other forms, since it is assumed that all other document types will be managed in your document management software.
- Provides automatic prompting at the beginning of your engagement to create SMART Docs for placement in your document management software and subsequent prompting to update SMART Docs when needed.
- Gives you the option of invoking full Navigation pane functionality so you can view your documents in SMART in a tree list view.
This article applies to:
- Product: SMART Practice Aids