Secure Document Exchange
Who are the targeted users for SDX?
Who are Prospects or Clients without Online Access or Inactive? Who are Professional support/ 3rd Parties?
How long will messages stay within the Secure Message Center?
How long is 90 days from the last message response?
What is the easiest way for a client to enroll in texting?
What is texting the word "Connect" to 31268?
How often does a client need to log in to retain the documents being e-delivered?
How often is once every 13 months?
When logging into DocuSign and you see "Authentication: Knowledge-Based" what is the method of authentication being used?
What are Challenge Questions? Which are pulled from Public Record
How long will documents be available in SDX?
How long is 15 days?
How long are attached documents from clients available for Branches to save?
How long is 90 days? If Branch didn't save the client would need to resend the attachment
What 4 pieces of information is needed for a client to successfully enroll in texting?
What is their Mobile Number, Last Name, Birth Month and Day, and the enrollment verification code?
A Branch calls in and says their client isn't receiving ANY e-mails from Edward Jones, what has the client likely done?
What is marked it as SPAM or clicked OPT-OUT?
What is an example of why you may need to conference in the Destination Department?
What is: To ensure the form is eligible, to ensure it is the correct form that is needed, any issues with the form being created?
What file type will work best when it comes to working with documents?
What is a PDF? (See WEB 5122175 for how to save PDFs to send electronically?)
Where does a Branch go in Salesforce Desktop to send a secure message?
Where is from the All Tools tab? OR Where is from the Message Center Icon?
What is the email and phone number Branches use to get in contact with Hearsay?
What is support@hearsaysystems.com and 866-891-1955
What are the 3 e-mail addresses a client can add to their address book to ensure document delivery?
What is: documents@access.edwardjones.com, id@proxyvote.com and online-notifications@edwardjones.com?
What is a document that when generated, the default option will be E-Sign?
What is: USNA (Account Authorization), Propose & Documents, Beneficiary System, Purchase Allocation, Transaction and Services (TaSC), ACH?
What tab does the Branch use to initiate sending a Secure Document?
What is the All Tools tab within Salesforce Desktop?
What is the status a file goes to when a Branch saves an attachment?
What is the status In-Progress?
Who is eligible to enroll in texting?
Who is only an authorized role? (Someone who can sign paperwork. *Note TTEEs & Custodians can IF they have an authorized role in another account.)
If a client wants a copy of their statement mailed, what are the 3 options they have to choose from?
What is monthly, quarterly or yearly?
Name a reason why a client would NOT see their document for e-signature in their email?
What is client is enrolled in Online Access?
Where do Branches locate documents when they are received?
Where is the In-Progress tab in the Online File Cabinet?
What is the size limit on a message that can be sent from a client?
What is 20MB?
What is the maximum amount of people to be able to enroll a phone number in texting?
What is a single person?
What is the WEB you could provide if a Branch wanted to send a Service Request in order to request duplicate copies of their statement to be mailed to their client?
What is WEB5166621?
If a Branch calls in with questions on resending an existing document, what could you click on in Service Console to quickly auto-launch where you could see this?
What is TaSC?