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OPS EDMS Knowledge Checkpoint Flashcards | StudBud
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OPS EDMS Knowledge Checkpoint
OPS EDMS Knowledge Checkpoint
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Questions
15
Answers
1
In which tab will you find the document categories necessary to access/view documents?
Welcome
Training
Document Management
My Profile
2
When you save a document to your computer to upload to EDMS, it is important to..
All of the above
Keep it in a folder in outlook if sent by the borrower
Give it a name you will easily recognize later
Save the document as a PDF
3
What is the purpose of EDMS?
to notate status updates on a loan file
to locate borrower loan information
to review property information and loan details
to locate documents on a loan
4
True or False: In most cases, the categories under the default tab will be in alphabetical order.
False
True
5
When you upload a document to EDMS, your username is automatically in the hyperlink
True
False
6
Which option will allow you to view all available categories in EDMS?
Select All
Expand All
Upload
Clear All
7
Which option would you select to move a document from one category to another?
Rename/Merge
Upload
Doc Status
Edit Document
8
When obsoleting a document, it will be permanently deleted from the file.
False
True
9
Document hyperlinks that appear in blue are...
able to edit document
view only
needing changes made
unable to be viewed
10
If you accidentally upload the incorrect document to a file, you should call the Help Desk immediately.
True
False
11
When uploading a document with different page orientations, you should
Upload anyway, the pages should not all be facing the same direction
Rotate the pages before you upload
Go to 'Edit Document' and rotate the pages there
Upload each page separately, so they are all facing the right way
12
Document hyperlinks that appear in red are...
waiting to be indexed
unable to be viewed
view only
needing changes made
13
Where can you locate the EDMS application?
Bookmark link
Desktop
Engage page
Google Chrome
14
What does EDMS stand for?
Electronic Daily Mail System
Electronic Document Mail System
Electronic Document Management System
Electronic Document Money Service
15
Which option will allow you to add a document to EDMS system?
Rename
Doc Status
Obsolete
Upload
