Read & Accept

  1. Go to System Tools > Utilities > Company > Read & Accept. A list of Read & Accept records is displayed.

  2. Select Create New and complete the form.

Title

The name and the subject line.
Notes

Enter any notes or comments.
Published Date

Select the date the document will be published to employees. It will be available to them from this date onwards.
Owner/Author

The person who will receive the acceptance notifications. It does not have to be the creator.
Query Email

If any employee has any queries before accepting the document, this email address will receive those notifications.
Document

Select Choose File then navigate to and upload the document you want employees to read.
Active

Choose whether the Read & Accept file is active. If a document is no longer valid, it should not be deleted but made inactive. This field needs to be ticked and the Published Date reached for the document to display to employees.
Status:

The document upload / replacement history. You can't edit this field.
Where Clause

Controls which users are able to access the document. If blank, all users can view. Select the preview icon to check who is assigned to the Where Clause.

  1. Complete the form then select Save. The entry appears in the list view.

Read & Accept Notifications

You can send a notification email to employees who have not yet accepted the document.

  1. Select the Notification icon.

  2. Select Send. An email is sent to all employees in the Where Clause who have not yet read and accepted the document.

Delete a Read & Accept entry

Select the delete icon to delete the Read & Accept entry.

The delete icon is not shown if it has been Read & Accepted by any employee.