ENGAGE SECTION

Child Categories

1. ENGAGEMENT DASHBOARD (21)
   • Creating a new Engagement
   • View an Engagement
   • Editing an Engagement
2. ENGAGEMENT OVERVIEW (13)
   • Add an Internal Note in an Engagement
   • Downloading the Information in a Specific Engagement
   • Duplicate an internal note to client note view.
3. ENGAGEMENT LETTER AND REPORTS (1)
   • View Letter and Reports of a particular engagement.
4. ENGAGEMENT DATA INQUIRIES (5)
   • Loading Questions into an Engagement
   • Adding a new Question in Engagement
   • Edit questions in the engagement
5. ENGAGEMENT PROCEDURES (9)
   • Loading Procedures into an Engagement
   • Adding a New Procedure in Engagement
   • How to Modify or Remove Procedure in the Engagement
6. ENGAGEMENT DOCUMENTATION (7)
   • Adding a New Document
   • View Internal Documents related to Engagement.
   • Add an Internal Document in an Engagement.
7. MY TASKS (1)
   • View tasks assigned