Required Reading

Send for required reading

In Document Locator, you can send documents as required reading to select groups of people or to the entire organization using the optional Required Reading workflow. The workflow notifies individuals that they are required to read the document, and after reading they must confirm they have completed the task. The Required Reading workflow will decline the task if the user has not opened and viewed the document.

Required reading is useful for documents like policies and procedures. As policy documents are released or updated, it’s important that employees are kept up to date with the latest information. The Required Reading workflow helps automate the process, ensuring new or updated documents are seen and read by employees.

Required Reading

Send documents and record acknowledgement that recipients have read and understand the files.

Required reading capabilities

Workflow

Select groups of people or send to the entire organization using the optional Required Reading workflow.

Policies

As policy documents are released or updated, employees are kept up to date with the latest information.

Digital signatures

Optionally, you capture a digitally-signed confirmation that employees have read and understand.

Watermarks

Visible watermarks can be added to digitally signed documents, providing additional confirmation a file has been read and acknowledged.

Reporting

Managers and administrators can track who has and has not completed their reading assignments using reports.

Group Membership

Automatically assign previously assigned required reading assignments to newly assigned group members.

Optional “Read and Acknowledge” captures a digitally signed copy into an employee's folder

Capture a digitally-signed confirmation that employees have read and understand important documents like employee manuals, job descriptions, handbooks, policies, and more using the optional “Read and Acknowledge” workflow. When a new document is published, a Read and Acknowledge workflow notifies individuals that they are required to read the document, and after finishing, they must affirm that they have understood. A copy of the document with a signed digital signature page is added to their employee folder and held securely as a record for future validation.

The Read and Acknowledge option is ideal for Human Resources file management and other areas of business where further evidence of acknowledgement is required.

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Watermarks further validate acknowledgement

Visible watermarks can be added to digitally signed documents, providing additional confirmation a file has been read and acknowledged. The content and style of watermarks are customized to make it easy to see important information stamped onto every page.

Reporting confirms acknowledgement

Managers and administrators can track who has and has not completed their reading assignments using reports. Reporting also validates for auditing purposes who was required to read certain documents and if individuals did in fact receive and acknowledge that they have read the document.

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Policy Management

Prepare, distribute, and gain acknowledgment of important policies, procedures, SOPs, work instructions, manuals, and more.Learn More »

Human Resources

Manage employee files, automate workforce procedures, take command of forms, policies, and more with HR document management software solutions in Document Locator.Learn More »

Workflow

Automate and improve business processes with built-in document workflow software that is included with Document Locator.Learn More »

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