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Create a New Engagement in Connected Desktop

Overview

Applies to:

SmartVault Tax and Accounting plans

You can create a new Engagement in the SmartVault 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.

Steps

Screens may vary between tax and accounting plans.

  1. Right click on the Client and hover on the New Engagement option to expand the menu for selecting an Engagement year.
  2. Select a year from the choices provided. Tax customers, you cannot select a year that already has an existing Tax Engagement.
    CD_new engagement.jpg
     
  3. 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.
    CD_new engagement view.jpg
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