Review the PBC Request document
Content in this topic requires Caseware PBC.
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:
Tipo de respuesta
Expected user response
Texto
Especifique los siguientes detalles:
Lista de selección
Select one item from the drop-down list.
Lista de selección múltiple
Select one or more items from the drop-down list.
Carga de archivo
Browse and add a requested file (or drag 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.
Fecha
Seleccione un panel de información de la lista.
Firma electrónica simple Choose whether to sign the document manually or accept it electronically.
Tenga en cuenta que:
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
Título
Document MD5 hash
Instructions - To provide guidance information for the clients. For example, add the supported file types for a document request.
Once you complete the Client Optimization checklist, the Documents page includes one of the following query documents:
- 100-10 PBC Request - Interim Fieldwork
- 101 PBC Request - General Information
- 102 PBC Request - Tax
- 103 PBC Request - EBP
Your next step is to review the document before you send it to the client contacts. As you review, you can make modifications to the document, such as:
Add instructions to guide your clients on how to respond to the document.
Add dates for some of the questions.
Para cambiar el orden de los campos.
Hide an existing question.
Add a question set and add one or more questions to it.
Modify the settings for a specific question. For example, change the existing response type from File Upload to Text.
To learn more, see Review and customize query question settings.