Add a query

Staff members can create queries in the engagement and modify queries that they have created.

Firm authors can create queries in the firm template or modify queries that they have created.

Note that:

• Staff cannot delete queries that come with their Cloud App or modify the existing content in those queries. However, they can include additional content in them.

• Firm authors cannot delete queries that come with their Cloud App. However, they can suppress them in the firm template so they do not show in the engagement.

• Firm authors cannot modify content in queries that come with their Cloud App but they can include additional content in them.

Whether you're a staff member of a firm author, you add a blank query using the Add () icon on the Documents page or create a query from the templates available in your Cloud App.