Document Acknowledgement
The Document Acknowledgment feature ensures that employees acknowledge receipt of documents shared with them, providing confirmation that the document has been delivered to and reviewed by the intended recipient. This feature is particularly useful for circulars, memos, newsletters, and other critical documents that require employee acknowledgement.
Send Document for Acknowledgement
You can send any of your existing files for acknowledgment or add a new file to send it for acknowledgement and keep track of the acknowledgement receipts.
The following documents can be sent for acknowledgement:
The following documents can be sent for acknowledgement:
- Files that are added to Organization Files.
- Files that are added to Employee Files.
To send a document for acknowledgement:
Go to Operations > Files, navigate to Organization Files or Employee Files tab for which you would like to send a document for acknowledgement. Add a new file or edit the existing file and Enable Document Acknowledgement. Applicable employees will receive the document and acknowledgment will be mandatory.
Acknowledging a Document (Employee)
The document to be acknowledged by the employee will have a Pending Acknowledgment icon on the file where it is listed. Employee can click and open document from the Files service and can acknowledge the document from the preview screen using the button I Acknowledge. Upon acknowledgement the status of the icon changes from Pending acknowledgement to File acknowledged.
Employees can also acknowledge the document that has already been read from the list view by clicking on the icon as shown in the above image and the activities tab on the home page.
View Acknowledgment (Administrators)
Administrators can view the employee acknowledgement status of the document by navigating to the document that has been sent for acknowledgement in Operations > View all > Files, hover over the file and click ellipsis icon >View Acknowledgment.
If Administrators have yet to acknowledge the document they have an option to do it in the View Acknowledgement space by clicking on the Submit button.
- Click the dropdown:
- Select Acknowledged to view employees who have acknowledged the document.
- Select Pending to see employees who have yet to acknowledge the document.
- You can see the total acknowledgement received at the bottom of the page.
- You can export the acknowledgment report by clicking the ellipsis icon in the top-right corner of the details window.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Sending a Document for e-Signing
E-Sign Documents To send a document for e-signature: 1. From your home page go to Operations > Files > E-Sign Documents. 2. Click on Send for signature. You can also send any e-signature templates created in the organization files by clicking the ...Recall E-Sign Document
If you have sent the wrong document for e-signature, you can recall it using the Recall option. You can only recall e-sign documents that have not yet been signed by the recipient or if it is expired. This feature is only available with Zoho Sign ...E-Signing a Document From Email
All documents that administrators send for e-signature are delivered via email. Recipients can open their email inbox to sign the document. Upon signing, the recipient can immediately download the e-signed document. Additionally, a copy of the ...Zoho People 5.0 - What has changed?
Changes in Home tab and Self Service Zoho People 4.0 Zoho People 5.0 Landing page is Home > Dashboard Self Service page: New Landing page is Home > My Space > Overview (Replacement for Self service in Zoho People 4.0 with additional features). ...E-Sign - Recall Document or Extend E-Signature Deadline
You can recall documents that are sent for e-signature by mistake or extend the e-signature deadline for documents that are sent or expired. This multi-select and update feature is only supported with Zoho Sign integration. For other e-sign ...
New to Zoho LandingPage?
Zoho LandingPage Resources