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- Add areas
- Define signoff roles
- Customize the number settings
- Download reference copy of engagement
- Review and modify the checklist default settings
- Known issues
- Complete the engagement
- Copy risks, controls or checklists from other engagements
- Set deadlines and budgets for a new engagement
- Export data from Quickbooks
- Data Export from Third-Party Tools
- View analytic test results for checklists
- Archive and lock down the engagement
- Cloud Engagements 2025-12
- View data for consolidated engagements on the Data page
- Data linkage and real time updates in Cloud Connector
- Insert data using MS Excel formula dialog with Cloud Connector
- Insert data using the Cloud Connector pane
- What is OnPoint Audit SLG?
- Assign security roles
- Manage the firm template.
- Get started - firm authors
- Creating a sync (child) copy
- Share a Working Papers SmartSync file on Cloud
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