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Engagement File

Articles in this section

Repopulating the Audit Plan (Video tutorial)
Adding missing sections to the Audit Plan
Adding Missing Review Points (Video tutorial)
Deleting a Supporting Document (Video tutorial)
Using Statuses (Video tutorial)
Re-allocating a file (Video tutorial)
Editing your Engagement Team (Video tutorial)
Creating a Dual Codes file (Video tutorial)
Copy Workpapers from Other Files (Video tutorial)
Adding a new lead schedule (Video tutorial)

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Working with Supporting Documents (EF2)

Support

August 06, 2018 22:02
Updated

Uploading supporting documents, referencing, downloading, and deleting.

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Related articles

Working with Review Points (EF3)
The Engagement File Explained (EF1)
Rolling Forward your File
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