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AIQ Pop Quiz!

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AIQ Pop Quiz

Welcome to the AIQ Pop Quiz! Test your knowledge on essential documentation and procedures in the AIQ workflow. This engaging quiz will help you ensure you understand the key aspects of document handling.

Get ready to dive into topics such as:

Document tagging
Automatic Document Recognition
Document management best practices

13 Questions3 MinutesCreated by ManagedDocs231

Which docs do Closers need to apply an "Initial" Tag to at doc prep?
(Select all that apply)

Prelim

LE (if more than one)

Hazard Insurance

URLA

4506

When uploading individual documents (like SASS or Seller Docs) you should use ADR (Automatic Doc Recognition)

TRUE

FALSE

When uploading a full set of signed docs, you should use ADR
(Automatic Doc Recognition)

TRUE

FALSE

Which Tag do you apply to LE's when there is more than one LE?

Unsigned

Signed

Bwr

Seller

What documents/doc names need to be renamed at doc prep and/or post closing?
(Select all that apply)

DO NOT USE

Junk

Internal

Bypass

Unknown

Which Tag do you check in each file to find the docs to be signed at closing?

Condition

Bwr Sign

Borrower

Pending - Borrower

Which Tag needs to be applied (post-closing) to the signed LOE's, tax transcripts, or any doc sent under the "Bwr Sign" Tag?

Signed

Condition

Borrower

Pending - Bwr

When you can't find a document or the most recent/current version, what can you do to view more docs, before reaching out?

Uncheck "Show Current Versions Only"

Check "Show Missing Documents"

Check "Show Latest Revisions Only"

Check "Show Decisioned Documents Only"

If you are looking for a document recently uploaded but can't find it, what should you sort your doc view by?

Stacking order

Alphabetical Order

Status

Upload Date

What are the 'hot-keys'/shortcuts for renaming a document? (3 options)

Ctrl + C

Right Click

Alt + C

Ctrl + Alt + Del

Alt + R

Select doc & press "Enter"

If you have uploaded a Final SASS but it is not showing, what do you do?

Uncheck "Show current versions only" and enter sort mode to split the true Final SASS into the correct bucket.

Ask TrainingHelp

Check "Show Missing Documents"

Check "Show current versions only" and hope it's the right one.

What is the 'hot-key'/shortcut for adding a Tag to a document?

Ctrl + T

Ctrl + Shift + T

Right Click

Ctrl + Alt + Del

Where should you search first before reaching out to AIQ Ambassadors or AIQ TrainingHelp?

MyKey

AIQ Sharepoint Site

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