Module 4 Check
Collect documents once, analyse them automatically, and get them signed without leaving Effi.
6 Quiz Questions | 3 Practice Tasks |
Part 1
Question 1
What's the fastest way to request a batch of documents from a client?
AEmailing them individually and asking them to reply
BUsing the document request feature
CCalling every client one by one
DWaiting for them to upload unprompted
▸ Show answer
Correct answer: B. The document request feature lets you request a defined checklist of items from a client in one action.
Question 2
What does the Document Analyser primarily help detect?
ADuplicate contacts
BSigns of fraud or inconsistencies in submitted documents
CLate calendar bookings
DMissing referral partner details
▸ Show answer
Correct answer: B. The Document Analyser, alongside fraud detection tools, flags inconsistencies such as altered payslip formats.
Question 3
Why would you use the manual PDF redaction tool before uploading a document?
ATo make the file smaller
BTo remove sensitive details such as a TFN before sharing
CTo change the file format
DTo merge it with another PDF
▸ Show answer
Correct answer: B. Redaction removes sensitive information like a Tax File Number before a document is shared or stored further.
Question 4
What does the Generate Document button let you do in one click?
ACreate, download and send a document from a template
BDelete all documents on a lead
CArchive a workflow
DReset a client's password
▸ Show answer
Correct answer: A. It combines document creation, download and sending into a single action from a chosen template.
Question 5
What is Effi Smart Fill designed to do?
AAutomatically ingest documents and pre-populate fact find fields
BAutomatically sign documents on the client's behalf
CDelete outdated document templates
DSend SMS reminders about missing documents
▸ Show answer
Correct answer: A. Smart Fill ingests uploaded documents and uses them to auto-populate relevant fact find fields, saving manual entry.
Question 6
Where can documents be selectively synced to for external storage?
ASharePoint
BA personal USB drive only
CThe billing dashboard
DThe referral partner portal
▸ Show answer
Correct answer: A. Effi supports selective sync of documents to SharePoint rather than syncing everything by default.
Part 2
Use practice leads, not live clients, for all of the tasks below.
1
Send and complete a document collection request
Send yourself (or a test contact) a document collection request.
Complete it from the client's side to see the experience.
Confirm the documents land correctly against the lead.
2
Run the Document Analyser and redact a TFN
Upload a sample payslip and run it through the Document Analyser.
Review the analysis output.
Use the manual redaction tool to black out a TFN before saving or sharing the file.
3
Generate a document and send for e-signature
Choose a document template and use Generate Document to create it.
Send it for e-signature via EffiSign to your own email address.
Sign it and confirm the signed copy is stored against the lead.
Passed the quiz and finished the tasks? Head back to your learning path and move on to the next module.
Back to Onboarding Course →
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