Client queries provide a way to track questions or requests for additional information or files from clients directly within a worksheet. While queries cannot currently be sent directly from the system, they help maintain organisation and visibility during worksheet preparation.
💡 Tip: This article focuses on the process of adding and managing client queries at the worksheet level. For more information, including FAQs, best practices, and detailed explanations, see the Client queries collection.
How to add a client query to a worksheet
Open the worksheet you’re working on.
Click the tray icon located under the review button to access the Client Queries section.
A sidebar will appear:
If no queries have been added, click + New Query to create your first one.
If queries already exist, select Add a New Query at the top of the sidebar.
Use the text box to write your client query (you can also utilise the formatting options)
Save the query to add it to the worksheet.
Managing Client Queries
Once a query is created, you can manage it as follows:
Add a response:
Select Add a reply underneath the query
Type a response in the text box
Select Save
Make Active:
Click the ellipses (…) next to a draft query.
Click Make Active
Edit a Query:
Click the ellipses (…) next to a query.
Select Edit, make your changes, and save.
Delete a Query:
Click the ellipses (…) next to a query.
Select Delete to remove the query.
Resolve a Query:
Click the Resolve button in the bottom-left corner of the query, or click the ellipses (…) next to an active query.
Select Resolve
