1. Even in files created before the new release of the Client Portal, the Client Queries can be accessed through the Review Points tab dropdown menu;
   
   
2. To create a Client Queries folder to access the Portal from your Working Paper Index click on the Working Paper Index drop-down arrow and select New Folder;
   
   
    
3. Fill in the required fields displayed and create a new folder;
   
   
    
4. Click on the Working Paper Index drop-down arrow and select New Workpaper;
   
   
    
5. Fill in the required fields displayed and create a new workpaper;

     6. You will then be taken to the new blank workpaper which you have created;

     7. The workpaper is now also available via the Working Paper Index.