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Synchronize Workpapers with SMART
When you open a SMART Doc that is stored in your engagement software, you will see a read-only view of the workpaper as it existed at the time the SMART Doc was created. This is a great feature for reviewers. If you need to change that document or complete additional work in that area, select
PPC > Open workpaper in SMART Practice Aids
from the menu in Word, which will launch you directly to the appropriate workpaper within SMART, ensuring that your PPC workpapers always stay in synch.®
After you make changes in SMART, you will be prompted to update the documents that have changed in your engagement management software.
note
You may get an error message if you switch to a SMART database that does not contain the engagement from which the workpaper was generated.
This article applies to:
- Product: SMART Practice Aids