Add Guided Assurance documents to a binder

If you are licensed for Guided Assurance, you can insert Guided Assurance and Checkpoint Tools documents into a binder.

Insert Guided Assurance documents

  1. Open an existing Guided Assurance project from the Projects screen.
  2. In the Binder tab, choose New > Guided Assurance.
    • Step 1: Expand a document category in the list, select the number of copies of each item to add, and then click Next.

      Note: You can add a maximum of 10 Guided Assurance documents at a time.

    • Step 2: Enter a reference, modify the document title, if needed, select a roll forward treatment for each item, and then click Done.
  3. Click Close to return to the Binder tab.

Insert Checkpoint Tools documents

  1. Open an existing Guided Assurance project from the Projects screen.
  2. In the Binder tab, click New and choose Checkpoint Tools.
  3. In the Checkpoint Tools screen, expand the PPC's Practice Aids section—in the left section of the screen—select a category, and then mark the checkboxes next to documents—in the center section of the screen—to add to the binder.

    Note: You can add a maximum of 10 Checkpoint Tools documents at a time.

  4. Click the Add button to insert the selected documents into the binder.

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