Check your knowledge

• 2 min.

1.

Match the user scenario to the feature which would set this up in Document Output.

A. 
A customer wants to be notified on the 15th day of each month of any due balances.
B. 
A warehouse manager wants to send a batch of shipping notices without waiting for the reports to generate and render.
C. 
A bookkeeper wants to automatically send purchase orders if they have just been released.
Document Output statements
Document queue
Email job
1.

Match the user scenario to the feature which would set this up in Document Output.

A. 
A sales manager wants all sales quotes to be verified as sent from them.
B. 
A customer has asked that all PDFs sent to them are protected with one specific password.
C. 
A bookkeeper wants to use a password on all PDF sales invoices sent.
PDF signature certificate
Customer card PDF password
Email template PDF password
1. 

A customer has asked that future statements should include balances but not entries.

Which of the following would achieve this best in Document Output?

From the Document Output customer card, change the Output Profile.
From the email template for Statement, change the merge fields in the template lines.
From the Document Output customer card, change the Send Statement Code.
1.

If you create a PDF password on a customer card, which of the following is true? (Select 2 correct answers)

A PDF signature cannot be used on the same document as PDF password.
If a PDF sign has also been set up, the recipient will need the password, and also see the signature.
The customer card password will not be used on email templates that have a PDF password set up.
All PDFs sent to the customer will have this password unless there is an email template PDF used.
The customer card password is used instead of any PDF password set up on email templates.
1.

A bookkeeper new to using Document Output has finished reviewing a batch of reminders for one customer and now wants to send the reports using the document queue. Select the 3 steps that will help the bookkeeper do this accurately and quickly.

Use the option for Send all to queue.
Use the filter so that only the one customer's reports are included.
Change the No. Printed option to 1.
Go to role center Cue for Unhandled Issued Reminders.
Open each report and use the Queue email option.
1. 

A sales manager wants to create an email job to send new Sales Quotes when they are released. Which of the following table filter and fields filter combinations would achieve this?

Use the table filter for Document Date, and enter today's date in the field filter.
Use the table filter for Status, and set the field filter as Released.
Use the table filter for Status, and enter the date formula " >=t " in the field filter.
Check your answers