SeamlessDocs University - Advanced Course Quiz

Which user type am I? I have access to all forms that I have created or that have been shared with me and I can also build and customize portal pages if given permission/access.

Correct! Director users have access to any forms they have created or have been shared. They can also customize portal pages in the Service Center if given access by an Owner user.

Incorrect! The Owner user type has complete and total access to all forms and Service Center options. They do not need to be given access by any other user.

Incorrect! Analyst users are a limited user type which means they do not have access to create forms. Analyst users only have access to view and manage submissions via the submissions manager.

We'll give you partial credit here :) Yes, Processor users also have access to all forms that they have created or that have been shared with them, BUT Processor users cannot be given access to the Service Center or GRM.

Incorrect! Visitor user types can view data on forms they have submitted while logged in or that have been shared with them via the GRM.

True/False: You can add more users by going to the Users Tab from the Navigation Menu in the Lobby.

Correct! You can add, edit or delete a user by clicking your name in the top right to bring down the Navigation Menu and then click Users. Please note that only Owner users will have access to this option.

Incorrect! The answer is True.

True/False: The Wizard allows you to bring elements from a Web Form onto a SeamlessDoc.

Correct! Using the Wizard allows you to use WebForm elements onto a SeamlessDoc (uploaded/converted PDF).

Incorrect! The answer is true.

How can you make a "copy" of your form?

Print out a copy of your SeamlessDoc (uploaded/converted PDF) and re-upload it

Click on your form in the lobby and click on the duplicate icon

Make it a template

Correct! In the edit view of your form, you can click on the File tab and select Save as a Template. You can then name your template (copy) as well as add it to an existing template collection (folder) or create a new collection (folder). Templates can be accessed at any time by clicking the Create button and selecting Browse Templates.

We'll give you partial credit here :) Yes, you can technically do this, but it is not recommended because none of the fields added or edits made will reflect the PDF. You will have to make it a Template.

Incorrect! There is no duplicate icon in the lobby or on the SeamlessDocs platform. You will have to make your form a Template.

True/False: You can bundle any forms from your template collection

Correct! You CANNOT bundle any forms from your template collection. Only SeamlessDocs (uploaded/converted PDF) templates can be bundled together to make one larger SeamlessDoc.

Incorrect! The answer is False. WebForm templates cannot be bundled, only SeamlessDocs (uploaded/converted PDF).

True/False: A Preparer can be the first person to start a form and is considered the first signer.

Correct! Yes, a Preparer can be the first person to start a form BUT they are not signers and cannot sign on the actual SeamlessDoc (uploaded/converted PDF).

We'll give you partial credit here :) Yes, a Preparer can be the first person to start a form BUT they are not signers and cannot sign on the actual SeamlessDoc (uploaded/converted PDF).

Which is NOT a way to access the Prepare Mode?

Correct! You cannot fill out any fields in the Edit View. You can only add, delete or edit existing fields and options.

Incorrect! You can access the Prepare mode by clicking the View Tab and clicking View as Preparer.

Incorrect! You can add the word PREPARE at the end of your URL link in the Live View and it will direct you to the prepare mode of your SeamlessDoc.

Incorrect! You can click on the pencil icon in the Live View when you are logged in to access the Prepare Mode on a SeamlessDoc.

True/False: The submission rule builder allows you to send email notifications to people based on certain selections within a form, as well as assign submissions to users in the GRM and move a submission into a stage or tag.

Correct! Any form author or user given form edit access will be able to use the SRB (Submission Rule Builder) to send automatic emails, assign submissions and move the stage or tag of a submission.

Incorrect! The answer is true.

Which user type has access to API Keys tab?

Correct! Only Owner users will have access to the API Keys tab. The API Keys are used for various integrations and features within SeamlessDocs.

Incorrect! Director users will not be able to access the API Keys tab. Only Owner users will have access to the API Keys tab. The API Keys are used for various integrations and features within SeamlessDocs.

Incorrect! Processor users will not be able to access the API Keys tab. Only Owner users will have access to the API Keys tab. The API Keys are used for various integrations and features within SeamlessDocs.

One of your form signers is no longer able to sign and you need a different signer to sign in their place. What option do you have within the Submissions Manager that will allow you to have someone else sign?

Correct! The Notify a Different Signer option allows you to enter a different signer's email address and they can sign in replacement of the other signer.

We'll give you partial credit here :) Yes, you can use the Delegate option to notify a different signer, however the original signer is the one that has that option in the Live View of the form. Within the Submissions Manager, you can use the Notify a Different Signer option that appears under the pending signature status in the submission details panel.

Incorrect! The Renotify signer option will only send another signature requested email notification to the original signer. However, this option is right next to the Notify a Different Signer option, which is correct.

Please feel free to share any feedback about the Advanced Course and Quiz.

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