Review the PBC Request document

A query is an interactive smart document that consists of the following components:

• Query questions - The requests and inquiries that clients need to respond to.

• Question sets - To group related query questions.

• Response types - To specify the expected user response. The following table describes the available response types:

  Response type	Expected user response
  Text	Enter the requested information.
  Picklist	Select one item from the drop-down list.
  Multi Picklist	Select one or more items from the drop-down list.
  File Upload	Browse and add a requested file (or drag the file). Note: The maximum upload size is 500 MB per file. For a secure file exchange, the system prevents upload of suspicious files, such as: .com, .bat, .exe, .cmd, .sh, .dll, .so, .o, .deb, .msi, .rpm, .ko, .sys, .php, .py, .vbs, .js, .app.
  Date	Select a date from the calendar.
  Simple Electronic Signature	Choose whether to sign the document manually or accept it electronically. Note that: If clients accept the document electronically, a signature log is generated and available for download. If necessary, users can delete and replace the document before they accept the client's response. When the document is replaced, the signature log is deleted. A new log is generated when clients accept the new document. The log includes the following information: Query question details Signer name and email Signer location (if the clients have chosen to enable location access) Signer IP Address Signature date Document name Document MD5 hash

• Instructions - To provide guidance information for the clients. For example, add the supported file types for a document request.

Once you complete the Client Optimization checklist, the Documents page includes one of the following query documents:

• 100-10 PBC Request - Interim Fieldwork
• 101 PBC Request - General Information
• 102 PBC Request - Tax
• 103 PBC Request - EBP

Your next step is to review the document before you send it to the client contacts. As you review, you can make modifications to the document, such as:

• Add instructions to guide your clients on how to respond to the document.

• Add dates for some of the questions.

  

• Change the order of the questions.

• Hide an existing question.

  

• Add a question set and add one or more questions to it.

• Modify the settings for a specific question. For example, change the existing response type from File Upload to Text.

  

  To learn more, see Review and customize query question settings.