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:

    Response type

    Expected user response

    Text

    Enter the requested information.

    Picklist

    Select one item from the drop-down list.

    Multi Picklist

    Select one or more items from the drop-down list.

    File Upload

    Browse and add a requested file (or drag and drop the file).

    Note: The maximum upload size is 500 MB per file. For a secure file exchange, the system prevents upload of suspicious files, such as: .com, .bat, .exe, .cmd, .sh, .dll, .so, .o, .deb, .msi, .rpm, .ko, .sys, .php, .py, .vbs, .js, .app.

    Date

    Select a date from the calendar.
    Simple Electronic Signature

    Note: This response type is only available if it is enabled in your Cloud app.

    Choose whether to sign the document manually or accept it electronically. Note that,

    • If clients accept the document electronically, a signature log is generated and available for download.

    • If necessary, users can delete and replace the document before they accept the client's response.

    • When the document is replaced, the signature log is deleted. A new log is generated when clients accept the new document.

    • The log includes the following information:

      • Query question details

      • Signer name and email

      • Signer location (if the clients have chosen to enable location access)

      • Signer IP Address

      • Signature date

      • Document name

      • Document MD5 hash

  • 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:

  1. Go to the Documents page, then select the Add () | Query.

  2. Select a query from the available templates and enter a name for the document.

    3. Note: You can also select a blank query but we recommend that you use the templates available in your product.

  3. Select Create Query.

    4. A new query is added in the engagement based on the selected template.

  4. Review the content and make any necessary changes if needed. To learn more, see Add a query

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.