Forms and Correspondence Flashcards
What are the ways a PPT can send in their forms ?
Document Upload, Zix Secure, Mail, Fax
How can a PPT obtain a form ?
PPT website ( Downloading), Call Center can mail/fax/email.
True or False : Sending a form via RightFax will automatically create a Chorus (AWD) work item.
False, you must manually enter and add comments with the fax number the form was sent to.
if you mail or email to an alternative address, what additional step do you need to take?
Must add the alternative email/mailing address to your comments in Chorus (AWD)
If a PPT is using Document Upload and has multiple pages , what can we encourage them to do ?
Submit/ upload one file with all pages.
what should a PPT not include in their file name
A period in the file name before the extension name ( Example.jpg)
What should Apple users do if they are taking a photo of their forms via their Iphone Camera and not using the Mobile File upload service?
Turn off the “live Photo” feature as it does not save the photo in the approved format
What is the path in P3/CTI to find forms to send to the PPT ?
PPT account > PPT documents
How long does it take for forms to be mailed and for the PPT to receive them ?
Mailed- within 24 business Hours
For the ppt to receive 7-10 business days