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Creating Client Queries

  1. The Client Queries list can be accessed from;

    (a) The Review Points tab dropdown menu:



(b) In the Client Queries folder in your file Working Paper Index.

  1. If your file does not have a Client Queries folder in your file Working Paper Index please click here for instructions about how to add it to your file;

  2. Client Queries can be quickly created from;

    (a) The Review Points tab dropdown menu:

(b) Client Queries can also be created from within Client Queries.

4. When creating a new query you can assign the workpaper reference and add a matter topic.  We suggest the matter topic is treated like a subject heading. Select Add Query to add the Client Query;


5. Once the query has been created open the query by clicking on the query box and add a message or request in the Discussion forum;

6. Once the query has been created you can also upload and access Supporting Documents. For more information on uploading Supporting Documents please click here;





  1. Within a Client Query you can also do the following:
    (1) See the workpaper reference
    (2) Resolve a Query
    (3) Access Discussion forum
    (4) Access Supporting Documents
    (5) Delete Query

 

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