How to File Anything in Synergy Pre-flight Knowledge Check

For each scenario, please rate how confident you are that you could complete the scenario or answer the prompt with your current knowledge, with 1 being no confidence and 5 being total confidence.
Name: 


  1. There are several CIF docs acquired today and we need to process them. File these documents.
    1 2 3 4 5


  1. There is a batch called “Western Account loan” in the acquire step. Open this batch and correct everything wrong with it before filing it.
    1 2 3 4 5


  1. Create a new batch template for HR documents and put it in the HR category.
    1 2 3 4 5


  1. File the Synergy guides to the IT folder as a reference using whatever ad-hoc (non Capture) method you prefer.
    1 2 3 4 5




Templates provided by QUIA.COM.