Create a query document

To request information from clients, add a query in your engagement.

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:

Response type	Expected user response
Text	Enter the requested information.
Picklist	Select one item from the drop-down list.
Multi Picklist	Select one or more items from the drop-down list.
File Upload	Browse and add a requested file (or drag and drop the file).
Date	Select a date from the calendar.
Simple Electronic Signature	Note: This response type is only available if it is enabled in your Cloud app. Choose whether to sign the document manually or accept it electronically. Note that,

Instructions - To provide guidance information for the clients. For example, add the supported file types for a document request.

To add a query in the engagement:

Go to the Documents page, then select the Add () | Query.
Select a query from the available templates and enter a name for the document.

Note: You can also select a blank query but we recommend that you use the templates available in your product.

Select Create Query.

A new query is added in the engagement based on the selected template.

Review the content and make any necessary changes if needed. To learn more, see Add a query

You can terminate a query at any point in time as long as its status is not Complete. Select More actions () | Cancel query to terminate a query. The query status changes to Cancelled. Canceled queries are no longer visible in Cloud to the assigned contacts.

Note: You cannot make any changes to the content or status of a Cancelled query. You can only modify the name of the query and its visibility settings. In the Documents page, select More actions () | Edit to change the query name and edit visibility settings.