Queries

The queries tab shows all client queries on this job. Queries can be accumulated from the Samples tab, the QA Checklist, or raised directly in this tab.

Raising a query

Within each query you can:

Request information, including asking the client to upload a source document (e.g. a copy of an invoice)
Ask yes/no questions
Request free-text responses

Sending to the client

Once you’ve compiled your queries, send them to the client directly from the system. The client receives an email with a magic link. Clicking the link takes them to a response page where they can answer each query.

When they’re done, their answers — including any uploaded documents — are stored in the queries tab automatically. You’ll be notified when a client completes their queries.

This removes the need to email from Outlook and manually store responses in a document management system. Everything lives in the job.