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10 Questions

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FV Documentation for PD Managers

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Questions and Answers

What are the steps to write effective notes?

Use of templates and tags, linking documents, task management (correct)

Write as much detail as possible, use technical jargon, no need for organization

Avoid templates, do not link documents, ignore task management

Use personal shorthand, skip timestamps, write random notes

Which Filevine Tab you put the Plaintiff’s Declaration Page?

New Property Damage (correct)

Investigations Tab

Incident Info

Insurance Info

Which Filevine Tab you put the UM/UIM Policy Limits that would show to Project Vitals?

Incident Info Tab

Insurance Info Tab (correct)

New Property Damage Tab

Investigations Tab

What should be included in detailed information for notes?

Relevant details (who, what, when, where, why, how) Signup and view all the answers

How should notes be structured effectively?

Use of Templates and Hashtags Signup and view all the answers

What is one common pitfall in note-taking?

Consistency issues Signup and view all the answers

Which Filevine Tab you can see all related documents uploaded?

Docs Signup and view all the answers

What should be done if you get interrupted while making notes?

Write a quick note to guide you back Signup and view all the answers

What is a benefit of regular note reviews?

Ensures accuracy Signup and view all the answers

What is an important habit for maintaining effective note-taking?

Making proper note-taking a daily habit Signup and view all the answers