Send a Document for Acknowledgement

1. Files that are added to Organization Files.
   
2. Files that are added to Employee Files.
   

1. Go to Operations > Files, navigate to Organization Files or Employee Files which you would like to send for acknowledgement.
   

   You can add a new file or edit an existing file to send for acknowledgement.
2. In the Acknowledgement section, select any of the following:
   
   No deadline: Use this option to send document without a deadline for acknowledgement.
   
   Enforce mandatory deadline: Use this option to send a document with deadline for acknowledgement. If you have selected this option, select the acknowledgement end date.
   
   
   
   
   
   

   If mandatory acknowledgment is enabled for the file, a pop-up will appear when employees log in to Zoho People, reminding them to acknowledge the document. They can skip this pop-up until the due date. If they don’t acknowledge by then, they won’t be able to access Zoho People services until they acknowledge.
   
3. Click Save. 
   Document Acknowledgement has been enabled for the document.

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 or at the listed spaces (Organization Policies tab) 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 from the activities tab on the home page.

View Acknowledgement (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.

1. 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.

1. You can see the total acknowledgement received at the bottom of the page.
   

1. You can export the acknowledgment report by clicking the ellipsis icon in the top-right corner of the details window.