Add questions to your client request

Once your document has a group, you can add one or more queries. A query is a question for the client or a task to be completed as part of the engagement work. Each query has two parts:

  • Description - the question or request for the client.

  • Response - the field for the client to enter information or provide a file.

To add a query to a document:

To add a query to your document, select + query.

A blank query is added to your document. This query description is New query, and the default response is Upload Files.

A blank query is added to a document