- Even in files created before the new release of the Client Portal, the Client Queries can be accessed through the Review Points tab dropdown menu;
- To create a Client Queries folder to access the Portal from your Working Paper Index click on the Working Paper Index drop-down arrow and select New Folder;
- Fill in the required fields displayed and create a new folder;
- Click on the Working Paper Index drop-down arrow and select New Workpaper;
- Fill in the required fields displayed and create a new workpaper;
6. You will then be taken to the new blank workpaper which you have created;
7. The workpaper is now also available via the Working Paper Index.
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