Create a query document
To request information from clients, add a query in your engagement.
A query is an interactive smart document that consists of the following components:
Query questions - The requests and inquiries that clients need to respond to.
Question sets - To group related query questions.
Response types - To specify the expected user response. The following table describes the available response types:
Instructions - To provide guidance information for the clients. For example, add the supported file types for a document request.
To add a query in the engagement:
Go to the Documents page, then select the Add () | Query.
Select a query from the available templates and enter a name for the document.
Select Create Query.
Review the content and make any necessary changes if needed. To learn more, see Add a query
Note: You can also select a blank query but we recommend that you use the templates available in your product.
A new query is added in the engagement based on the selected template.
You can terminate a query at any point in time as long as its status is not Complete. Select More actions () | Cancel query to terminate a query. The query status changes to Cancelled. Canceled queries are no longer visible in Cloud to the assigned contacts.
Note: You cannot make any changes to the content or status of a Cancelled query. You can only modify the name of the query and its visibility settings. In the Documents page, select More actions () | Edit to change the query name and edit visibility settings.