DocuWare Configurations
Invoice Processing
Sales
Features and Functionalities
100

What is the central platform where users process, index, and store documents called?

The DocuWare Web Client

100

True or False: After performing the Invoice Processing Demo, you must reset the Cloud environment before performing it again.

True. If you attempt to run through the Demo without resetting the system, errors will occur.

100

True or False: DocuWare has +20,000 customers globally, and +700 employees across 18 countries

True

100

What is the difference between a Document Tray and a File Cabinet in DocuWare?

Document Trays are for short-term storage (preprocessed), and File Cabinets are for long-term storage (processed).

200

What is the name of the DocuWare Configuration used to archive emails from your Outlook account?

Connect to Outlook

200

Why is One-Click Indexing important for Intelligent Indexing?

This helps Intelligent Indexing learn where to pull the index data from the document.

200

Name each of the attributes for S.P.I.N

Situation, Problem, Implication, Needs Pay Off

200

What do the color-coded markings on Intelligent Indexing Documents represent?


Intelligent Indexing’s confidence level

300

Fill in the Blank: ____ ______ configuration is where Users, groups, roles, and permissions are configured


User Management

300

Name one of the two major DocuWare functionalities that we want to highlight during an Invoice Processing demo?

Intelligent Indexing & Workflow Designer/Manager

300

DocuWare can be sold and positioned to all departments in a customer organization. Which department is DocuWare deployed in the most?

Finance/Accounting

300

Where are Workflow Activities shown in the Web Client?

Within the Tasks tab

400

Which Desktop Apps module allows you to monitor directories in the file system or network and automatically moved the stored files to DoucWare?

DocuWare Import

400

To start the demo, who do we log in as to store our first invoice?

Peggy Jenkins

400

DocuWare's key market is companies looking for a refined solution at an attractive price point, offering secure, modern cloud technology. More than just a basic sync and share, but not overly complex. What is this known as?

The Mid-Market Gap

400

Name one of the IDP configuration options

Extraction, Splitting, Classification, Handwriting, Cropping, Fine-tuned Extraction

500

Used to retrieve information from external data sources to enrich data records in DocuWare. Even large volumes of documents can be indexed quickly.

Autoindex

500

What DocuWare Form must be filled out before starting the Invoice Processing Demo

IP - Manage Workflow Settings

500

The following are examples of what type of Lead-in questions;

What effect does that have on ... ?

How often does that cause ... ?

What does that result in when ... ?

Implication Lead-in Questions

500

True or False: Intelligent Indexing uses AI to search for relevant index data on a Document, then automatically fills the corresponding index field

False. Intelligent Indexing uses machine learning, whereas IDP would use AI when indexing documents.

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