Copy Author IDs

You can copy the author IDs of predefined query questions. Predefined query questions are questions that have been authored in the product template. Working Papers (WP) authors can use the author ID to set up a location in WP to receive files from a query document.

Note: You can only copy an author ID if you are customizing the firm template. To access the firm template, you must have the Settings Admin role or similar. See Manage the firm template for more information.

To copy an Author ID:

  1. Go to the query question.

  2. Select More actions () | Show Author ID.

  3. Select COPY.

    Select COPY in the Author ID dialog.

  4. Share the Author IDs with the Working Papers (WP) authors so they can perform the necessary setup in the WP template. For more information, see Working with Queries.