Transcription of PPC’s SMART Practice Aids
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PPC’s SMART Practice Aids
PPC s SMART Practice aids User Guide iii Table of Contents Getting Started .. 1 Welcome .. 1 System Requirements .. 2 Creating a New Client Engagement .. 3 master Engagements .. 6 Engagement Setup Questions .. 9 Editing an Engagement Setup and Viewing Engagement Properties .. 18 Opening a Saved Engagement .. 19 Using Spell Check .. 20 Thomson Reuters License Agreement .. 21 Menu Bar and 32 General Navigation .. 32 "How to" & Navigational 34 File .. 36 Edit .. 37 View .. 38 Insert .. 40 Tools .. 42 43 Multi-User Controls .. 44 About Multi-User .. 44 Providing a Username .. 44 Allowing Multi-User .. 46 Multi-User Messages .. 51 SPR User Guide iv Engagement Rollforward .. 52 Types of Rollforward .. 52 Rollforward a Client Engagement to a New Client Engagement .. 54 Rollforward a master Engagement to a New master Engagement .. 60 Merge a Client Engagement with a master Engagement.
Master engagements allow firms to use ―template‖ engagements that are created and maintained by the firm. Typically, when a firm chooses to create master engagements, staff are instructed to create new client engagements based on the applicable master engagement rather than a PPC Tools title. Information the firm enters in the master
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