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Check your knowledge

  • 2 min.
      1.

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

      A. 
      A bookkeeper has been asked to update the format of sales invoices to include a company branded letterhead.
      B. 
      A sales manager wants to promote a special deal with a temporary banner at the end of each sales invoice email.
      C. 
      A bookkeeper needs to create a Spanish language version of the emails with reminders.
      D. 
      A warehouse manager wants to add a summary of the warehouse shipping into the email body, as well as attaching a PDF of the full report.
    1.
    A sales manager is setting up the email template for Sales Quotes. To add a letterhead to the attached PDF report, she should use the . To add a terms and conditions page to the end of the PDF attachment, she should use the . To add an extra PDF attachment for a privacy notice, she should use the .

      Fill in each blank from the options below.

      A. 
      Merge PDF option in the E-Mail Template Lines.
      B. 
      Last Page Background PDF option in the E-Mail Template Lines.
      C. 
      Attachments FactBox in the Edit HTML E-Mail Template page.
      D. 
      Background PDF option in the E-Mail Template Lines.
      1. 

      A bookkeeper tries to send a posted sales invoice, the send action is not available. Looking at the image below of the email template for sales invoices, what is most likely the problem?

      1. 

      A bookkeeper is setting up the HTML email template for Purchase Orders and has noticed that there are two signatures in the image below. Although there is currently no content for the %SIG-ADVERTISE signature, the bookkeeper knows that there will be promotions and special events to advertise throughout the year. Which choice below would be a good decision about the advertise signature?