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Create a New Engagement in Connected Desktop

When you create a new Engagement, SmartVault creates the folder structure automatically for the year you choose as well as any other frequencies (quarterly, monthly, etc.) established by the engagement folder template.

Note: The screens below may be different for tax and accounting plans.

To create a new Engagement:

1. In the Connected Desktop, right-click on a client and select New Engagement
2. Select a year from the choices provided. 
Note: Tax customers, you cannot select a year that already has an existing Tax Engagement.

SmartVault automatically creates the folders for the Engagement and the folders appear in your client's vault in the Document View pane. The folders SmartVault creates are based on your folder templates.

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