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Measures 6 skills from
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16 questions
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- Q1The Mail Merge feature can be accessed from these modules except one:PropertiesLeasesMaintenanceMoney Out120sNH.PK.PN
- Q2When uploading a file to be used as a Mail Merge Document, what type of file is needed to add tags in that document?xlxsjpgdocxpdf120sNH.PK.PN
- Q3When sending a Mail Merge Document that has eSignature, the file will be sent to the email/s that are specified in the To field regardless of the eSignature tags added to the template.TrueFalse120sNH.PK.PN
- Q4Where can you find default Mail Merge templates for common document types?Check Template OptionsTemplate GalleryTask TemplatesMail Merge Templates120sNH.PK.PN
- Q5If a Mail Merge Template Signer Order is set as: Signer Order 1: Primary Tenant Signer Order 1: Current User Who should receive the DocuSign first?Primary Tenant and Current UserCurrent UserPrimary TenantNone. There will be an error.120sNH.PK.PN
- Q6If the client's checks have preprinted check numbers, the client needs to…Edit the check template and uncheck the Print MICR LineEdit the check template and uncheck the Print Check NumberEdit the check template and uncheck the Print Bank InfoEdit the check template and uncheck the Print Company Info120sNH.PK.PT
- Q7Draft Inspection Templates can be used temporarily in Open Inspections.TrueFalse120sNH.PK.PN
- Q8Invoice Numbers printed from bills will be based from either the Bill Number or one of the options below:Reference NumberPayment DateBill DateDue Date120sNH.PK.PT
- Q9Task Templates can only be used under the Desktop module.TrueFalse120sNH.PK.PT
- Q10Which template defines the "areas" and "items" that require checking before moving in a new tenant?Email TemplateCheck TemplateInspection TemplateTask Template120sNH.PK.PN
- Q11It is a collection of Mail Merge Templates and/or Mail Merge Documents that can be sent as a bundle.Mail Merge DocumentsMail Merge CollectionMail Merge PacketsMail Merge List120sNH.PK.IK
- Q12Clients CANNOT customize what information to include and exclude in Invoice Templates.TrueFalse120sNH.PK.PT
- Q13Propertyware no longer offers a service to create Custom Check Templates.FalseTrue120sNH.PK.PN
- Q14The client generated a Lease Agreement document under Lease: Doe, J. but the Lease Name did not populate on the pdf file. You found out that the mail merge document did not contain the Lease Name tag under Setup > Templates > Mail Merge Templates and you helped the client correct it. What should be the Area/Sub Area of your case?Area: Templates / Sub Area: Mail Merge TemplatesArea: Leases / Sub Area: LedgerArea: Leases / Sub Area: Lease SummaryArea: Templates / Sub Area: Docusign120sNH.CD.LC
- Q15Which article would you follow to help a client create a new Email Template?4823998049824086120sNH.CD.KC