Integrate Working Papers with Queries

Queries is a collaboration tool that enables you to communicate and share documents with your clients in a single, secure environment. With Queries integration, you can easily manage the workflow of an engagement with automatic status tracking, drag and drop documents between Queries and Working Papers and align client queries with the engagement's status. Note that Queries may have a different product name in your region (e.g. PBC Requests).

Prerequisites:

• Your organization must be using Working Papers 2019 or later.

• Your organization must have a license for the Queries app. If you do not have a license, contact your local distributor for more information.

• Working Papers must be integrated with a Cloud site.

Recommendations:

• Store your engagement files on Cloud by publishing them to a Cloud entity. Published files are accessible from any location where you can log in to your Cloud account and can be immediately linked to a Queries file.

Integrate an engagement file with a Cloud entity

In Cloud, each client's information — such as engagement properties, address and contact information — is stored in their own entity. When you integrate a Working Papers engagement file with an entity, it will automatically populate the file with the information from Cloud.

To integrate an engagement file with a Cloud entity:

1. In Working Papers, open the engagement file that you want to integrate with a Cloud entity.

2. On the ribbon, click Engagement | Engagement Properties.

3. On the Name/Address tab, click the Cloud Entity field. Enter the name of the entity or click the drop-down menu and select New to create a new entity.

4. Client information from the Cloud entity populates the engagement's properties automatically. Click OK.

The engagement file is integrated with the Cloud entity. If you need to modify the engagement properties, select Automatically sync engagement properties with the Cloud Entity and make your changes in either the dialog or the Cloud entity.

Link the engagement to a Queries file

After integrating your engagement file, you'll need to link it to a new or existing Queries file before sending queries to your clients. You can create the link from the Queries Setup dialog that displays automatically after integrating an engagement with an entity. If you close this dialog, you can access it again from the ribbon.

To link to an Queries file:

1. On the ribbon, click Cloud. In the Queries group, click Open.

2. The Queries Setup dialog displays. If applicable, select the Queries product that you want to use.

3. Select Create New to create a new Queries file, or Select Existing to select an existing Queries file from the drop-down menu. Click OK.

The engagement is linked to the Queries file and the Cloud pane displays. Note that new Queries files include default content. We suggest that you complete the Optimizer document to add or remove content based on the nature of your engagement.

Create a query

A query is an interactive smart document that consists of the following components:

• Questions: The requests to which the client must respond.

• Question sets: Groups of related questions.

• Response types: The method in which the client submits their response.

• Instructions: Guidance on how the client can respond to the query.

Create a query in your Queries file to request information from your client.

To create a query:

1. In the Queries file, navigate to the Documents page. Click Add | Query.

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

3. Click Create Query.

A new query is created in the Queries file. You can also share documents with your client by adding them to the query. Note that if you add an automatic document to a query, it is automatically converted to a PDF.

To add a document to a query:

1. In Working Papers, open the Queries file and navigate to the query where you want to add the document.

2. In the Document Manager, select the document that you want to add.

3. Drag the document from the Document Manager into the query.

The document is added to the query. When you're ready to send the request to your client, click Send. A notification is delivered to the client by email with a link to the query's details. The client can upload their own documents and comment on the query if required.

Complete a query

As the client responds to your queries, you can Accept or Decline their responses. Accepted documents can be dragged from a query directly into the Document Manager of Working Papers. If you are a content author, you can use an Author ID to automate this process by directly linking the query document to a placeholder in the Document Manager.

To link a query document to the Document Manager:

1. In the Queries app, add an Author ID to the applicable document.

2. In Working Papers, create a placeholder document in the Document Manager.

3. Right-click the placeholder and select Properties.

4. In the Document Properties dialog, click the Template tab.

5. In the Queries Author ID field, enter the corresponding Author ID from the Queries file. Click OK.

The query document is linked to the placeholder. When you receive an update to the document in the query, you can transfer that update to the placeholder by clicking Cloud | Receive on the Working Papers ribbon.

If the document has an electronic signature (e-signature) available (indicated by a blue info icon ), right-click the document in the Document Manager and select Export Signature Log to download it.

After you've accepted all the query responses, you can complete the query by clicking Complete at the top of the Cloud pane. Completed queries will automatically progress the status of engagement tracker in Cloud.