Podcast
Questions and Answers
What should you do before creating a wire template?
What should you do before creating a wire template?
- Select the branch from which you are creating the wire (correct)
- Click on Live Board
- Access the Dashboard Wire card
- View your inbound files
Where can you find your inbound files, outbound files, and transactions on PPJV Wires?
Where can you find your inbound files, outbound files, and transactions on PPJV Wires?
- Create a Transaction section
- Branch Selection drop-down menu
- General Information tab
- Dashboard/liveboard (correct)
When can you create a wire template on PPJV Wires?
When can you create a wire template on PPJV Wires?
- After selecting a branch
- At any point along the progress bar from General Information to Review (correct)
- Before viewing your outbound files
- Only after clicking on Live Board
What is the purpose of saving a wire template on PPJV Wires?
What is the purpose of saving a wire template on PPJV Wires?
What should you do after giving your wire template a name?
What should you do after giving your wire template a name?
What naming convention does PPJV recommend for wire templates?
What naming convention does PPJV recommend for wire templates?
Where can you find the option to apply a template on the General Information screen?
Where can you find the option to apply a template on the General Information screen?
What should you do to modify an existing template?
What should you do to modify an existing template?
Why does PPJV recommend using a specific naming convention for templates?
Why does PPJV recommend using a specific naming convention for templates?
Where can you find options to edit, duplicate, or delete a template once it's highlighted?
Where can you find options to edit, duplicate, or delete a template once it's highlighted?
Which action should be taken to view the history of a template?
Which action should be taken to view the history of a template?
What technologies and partnerships does PPJV provide to support users?
What technologies and partnerships does PPJV provide to support users?
