Admin Center
Who performs the purge utility from the agency?
An admin with security rights.
Where would you go to inactivate a line of business?
Line of Business Setup
Where would you go to give another employee access to another employees documents?
Doc360 Setup > Employee Assignments
Who can perform Global Changes?
Admin, Owner, and Authorized Users
What report would I run to see all active/in-force policies?
Policy Book of Business
Where do you go to make fields required for customer profiles?
Field Importance Setup
Name a Relationship Category
Group or Primary/Secondary
When you click on Get Documents, where do the documents come from?
Hot Folder
Which Global Change would you utilize if you wanted to change customers/policies from one rep to another rep?
Global Change for Personnel
How would you run a report on New Business in Classic Reports?
Transaction Report filtered by New Business
If you needed to clear an Application Lock, what is important to check first?
That the locked item is not currently in use
Where would you go to add options to drop downs available throughout the system?
List Setup
Why must the hot folder be setup on each user's workstation?
It needs access to the file path
Where would you go to review Global Change exceptions?
Global Change for Personnel Report
Why would an inforce policy be missing from the Policy Book of Business Report?
Include in transaction premium totals not checked
If I create a new Security Group and assign an employee to that group when would the user’s security changes take place?
After the user logs off and back on
Where would you go to check the number of days that alerts continue to show?
Alert Setup
Which Doc360 setting allows the attachments to be separated from the email file?
Check box to Separate Attachments
Which report can create a .csv import file for Business Unit processing?
MAR Business Unit Change Customer/Policy Extract Report
Why would the Fill Grid be greyed out in a Target List?
More than 2500 rows
After adding a new business unit, where would you go to provide access to that business unit in existing groups?
Business Unit Access Setup
What are the different prompt types for activity checkpoints?
Silent & Prompted
Which security classification hides documents from users that do not have access?
Restricted (Hidden)
What happens to the branches, dept, groups under the From Division after a Consolidation?
They are moved to the To Division
Which two features combined would allow you to create a custom report?
Target list merged with form letter