Documents in flow or with read confirmation enabled must be viewed and employees must confirm they’ve read it.
- Go to Dashboard.
- Click on Docs – Documents.
Documents that have read confirmation enabled are indicated with the icon.
Permission is required to view the document. Enable this option in the specific folder or document.
Double-click the document or select the document and click .
In the document preview window, click on “Confirm Reading”.
For business units that have the Password Confirmation for Critical Operations item enabled in the Qualiex security options you will need to enter the password to confirm reading the document. Readings confirmed with a password are indicated with the icon in the document history.
Read receipts are displayed in the Document History.