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Course Completion – Is the End for now? Quiz

  1. 1. Through Chat, you can reach us from 9:00 AM to 5:00 PM.

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  2. 2. You can view the Invoices organized by:

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  3. 3. Which of the following actions can be executed from the ” Bulk Actions” button:

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  4. 4. On Reports, Range, Provider and Type are the filters applied for the search.

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  5. 5. On Expiring documents, you can send an SMS to the provider in the four categories.

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  6. 6. You can add comments to every datasheet.

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  7. 7. When adding a new claim, in the Configuration tab,

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    You will find the several boxes:

  8. 8. In Agency’s Clients, you will see the list of all the clients available for the agency.

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  9. 9. Which user roles can mark the documents as Reviewed?

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  10. 10. In Billing Claims section, you will be able to create and find the claims for every client in the agency.

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  11. 11. On Summary tab:

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    You can switch between Personal and Professional by clicking on each individual tab.

  12. 12. What are the filters that can be applied for the search on Client’s Documents?

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  13. 13. On Address tab:

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    You can add a new address, by simply click the New address button.

  14. 14. In Payroll section, you will be able to create and find the invoices for every client in the agency.

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  15. 15. Which items are shown in the Top bar?

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  16. 16. Depending on your role in the Agency (user or administrator) you will see a list of all your accesses.

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  17. 17. How can you see the documents for other providers other than yourself?

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  18. 18. In Agency’s Invoices section, you will find the agency’s invoices.

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  19. 19. Files is for uploading digital files to the agency.

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  20. 20. Which days can you contact us through Chat?

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  21. 21. Choose which of the these statuses are available for required documents:

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  22. 22. Which alerts can you see?

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  23. 23. Who can create events on Calendar?

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  24. 24. To reset your password, you need to navigate to your agency’s login screen and click on the “Can’t log in” label at the bottom of the form.

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  25. 25. You can review our Blog by reaching https://www.officepuzzle.com/blog/

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  26. 26. On Client Documents, select the search filters:

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  27. 27. Choose the correct filters on Reports section:

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  28. 28. What are the available statuses for the documents?

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  29. 29. Which options are part of the icon drop-down menu?

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  30. 30. On Rates, you should modify/configure the rates for this user.

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