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 as 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