Initiate Document Query

To initiate a document query, follow the steps below:

1. As a reviewer in the first stage of workflow, claim a document by following steps detailed in the Claim a Document section.
2. Open the documents metadata panel and navigate to the workflow step section in the metadata tab.
3. Click the Status dropdown and select the Clarification status.
4. Click the Issues dropdown and select the one or multiple issues.
5. Enter the comments.
6. Click the Create Query button.

   

7. On the Create Query window, the query text and recipient name are pre-populated.
8. To add additional recipients, click Add.

   

9. On the Choose Email Recipients window, select either Groups, Users, or Contacts tab.
10. Select the groups, users or contacts and drag & drop them to the Selected member’s section.
11. Click Save.

    

12. Modify the query message as needed, add additional users in the CC field, and
13. Select either Files as Links or None to determine how to deliver document associated with the query.
14. Click Create & Send to submit the query.

    

15. In the documents metadata panel, click the Save button.
16. The document is displayed in the Clarification folder.