Learn about some of the powerful features available for integrating PPC's SMART Practice Aids - Field Work and Engagement CS, including how to link SMART and Engagement CS client engagements, create SMART Docs to store directly in Engagement CS client engagements, make changes to SMART Docs, use Rollforward settings to automatically replace documents from Checkpoint Tools or SMART Practice Aids, use SMART document placeholders in Engagement CS after Rollforward, and add other Checkpoint Tools documents to an Engagement CS client engagement. Additional information on using SMART Practice Aids in Virtual Office CS and on additional training resources is also provided.
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