Implementation & Configuration Flashcards
7 cards from real CDT practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 7 Implementation & Configuration flashcards as text
A CDT professional is configuring document check-in/check-out functionality. What primary problem does this feature solve in a collaborative document environment?
Answer: It prevents simultaneous edits that would cause version conflicts by locking the document to one editor at a time
Check-in/check-out locks a document while it is being edited, preventing multiple users from making conflicting changes simultaneously and ensuring version integrity.
When setting up a document repository, an administrator must configure folder hierarchy depth. What risk is associated with creating excessively deep folder structures?
Answer: Navigation becomes cumbersome and users may file documents inconsistently, undermining findability
Excessively deep folder hierarchies frustrate users, leading to inconsistent filing practices and documents being placed in incorrect locations.
During implementation, the project team must configure audit trail settings. Which events should be captured at minimum to satisfy typical compliance requirements?
Answer: Document creation, access, modification, deletion, and permission changes
Compliance frameworks typically require audit logs to capture the full document lifecycle including creation, access, edits, deletions, and any changes to security permissions.
A CDT is configuring a DMS for a law firm that handles privileged communications. Which configuration setting is MOST important to implement immediately?
Answer: Strict access controls with matter-level confidentiality restrictions and privilege flags
Attorney-client privilege requires matter-level confidentiality controls that restrict document access to only authorized personnel on a specific case.
When configuring email archiving within a DMS, which setting ensures regulatory compliance for email retention?
Answer: Applying retention policies to captured emails based on subject matter classification and regulatory category
Regulatory compliance requires that email retention policies be applied based on the content and category of each email, not blanket rules or seniority-based selection.
During DMS implementation, a CDT configures automatic document classification using machine learning. What training data requirement is critical for accurate classification?
Answer: A representative, labeled sample of each document type the system will classify in production
Machine learning classifiers require a diverse, labeled dataset that accurately represents the variety of each document type the system will encounter in real use.
A CDT is configuring barcode separator sheets for batch document scanning. What function do these separator sheets serve?
Answer: They signal the capture software to end one document and begin a new one, enabling automated batch splitting
Barcode separator sheets are scanned in-line within a document batch; the capture software reads the barcode as a split signal, automatically dividing the batch into individual documents.