Module 4 Check
Document Collection & Management
Collect documents once, analyse them automatically, and get them signed without leaving Effi.
|
6
Quiz Questions
|
3
Practice Tasks
|
Part 1
Test your knowledge
Question 1
What's the fastest way to request a batch of documents from a client?
A
Emailing them individually and asking them to reply
B
Using the document request feature
C
Calling every client one by one
D
Waiting 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?
A
Duplicate contacts
B
Signs of fraud or inconsistencies in submitted documents
C
Late calendar bookings
D
Missing 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?
A
To make the file smaller
B
To remove sensitive details such as a TFN before sharing
C
To change the file format
D
To 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?
A
Create, download and send a document from a template
B
Delete all documents on a lead
C
Archive a workflow
D
Reset 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?
A
Automatically ingest documents and pre-populate fact find fields
B
Automatically sign documents on the client's behalf
C
Delete outdated document templates
D
Send 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?
A
SharePoint
B
A personal USB drive only
C
The billing dashboard
D
The referral partner portal
▸ Show answer
Correct answer: A. Effi supports selective sync of documents to SharePoint rather than syncing everything by default.
Part 2
Practice in your portal
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 →© 2026 Effi. All rights reserved.
Comments
0 comments
Please sign in to leave a comment.