In the engagement workspace, choose File > New > Document or press Ctrl+N to open the New Document dialog.If you are licensed for Checkpoint Tools (formerly known as PPC's e-Tools) and have the appropriate PPC software installed, you can choose to insert a document from PPC Workpapers, PPC Practice Aids, PPC Interactive Disclosure Library, or PPC Engagement Letter Generator into the current engagement.įollow these steps to insert a Checkpoint Tools document into the current engagement:
