Check what you learned: Documents

Seven questions. Pick the best answer for each, then click Check my answers at the bottom. Nothing is saved; you can take it as many times as you like.

1. What is the difference between a template and a document?

A template is the blank form; a document is one filled in copy for one customerThey are the same thingA template is a PDF; a document is a Word file

2. The board minutes need to live somewhere the whole office can find them. Where?

Documents, then My Documents, then Upload FileCustomer DocumentsBulk Generate

3. A customer wants another copy of the notice you sent in March. Where is it?

Generated Documents, search their name, then PrintMake a new one under Bulk GenerateMy Documents

4. You need a late notice and do not want to start from a blank page. What do you do?

Template Library, Browse Templates, Install, then Edit under My Installed TemplatesType it in a word processorAsk another utility for theirs

5. Every customer needs the rate change letter. Which page?

Bulk GenerateGenerated Documents, then GenerateE-Signatures

6. Which of these is not included in your Utilops subscription?

Printing and postage for mailed lettersText messagesEmails

7. A signature request went to the wrong email. What do you do?

Cancel Request on its row, then send a new oneNothing, it will expireDelete the document