Raising and answering queries on a file

A query is a question raised on a file: usually the bank asking for one more document or an explanation. Queries keep the conversation on the file instead of in phone calls.

Raise a query

1. Open the application and click Raise Query.
2. Describe the Document or information needed and, if it applies, the person it is about.
3. Choose who should answer and set a Due date.
4. Save. The assignee is notified.

Answer a query

1. Open Queries. The Needs my action tab lists what is waiting on you.
2. Open the query, write Your response and attach documents if asked.
3. Click Send Response. The query shows Responded.

Finish a query

The person who raised it reviews the answer and clicks Resolve, or Close query if it is no longer needed.