Assign a document and track acknowledgement
Publish a work document, set its recipients and review deadline, then check explicit employee confirmations.
Steps
Publish and assign
Add the document in the console and choose the intended recipients. Check the title and that the content is the correct version.
Set the review conditions
Require acknowledgement where needed and set the deadline. A new version or a changed assignment should be reviewed with the intended recipients.
Read and acknowledge
Employees open the assigned document in Companion and confirm separately. Opening the file alone is not an acknowledgement.
Check the result
Review pending, acknowledged and overdue assignments. Export the available CSV report when the responsible team needs it.
Troubleshooting
- The employee cannot see the document
- Check that the document is published, the employee is an intended recipient and their Companion access is working.
- Acknowledgement is still pending
- Ask the employee to open the assigned document and confirm separately. Verify the version and assignment being checked; opening the file does not record acknowledgement.