Add guidance to a query

Each client request document has a Guidance section at the top. You can use these guidance sections to include some help for your client contact, giving them instructions on how to fill out the client request, or providing context for the questions that you are asking.

To add guidance to a document:

At the top of the document, select the text field. Enter the guidance content for the document, and select the space outside the query once you are finished.

The guidance text is added to your document.