There are three available methods for handling document completion and acknowledgements within the system. Depending on company policy and process requirements, administrators can enable one or more of the following options: print and upload a signed version, digital signature via task, or policy-based acknowledgement via task
1. Traditional Method: Print, Sign, and Upload
This option is suitable for organisations that prefer to keep a manually signed record.
How it works:
Downloads the document (optionally from via a task)
Print, sign, and scan (or photograph) the completed document.
Upload the signed file to the designated location or designated person who can upload it for you.
System behavior:
The signed document is stored as part of the user’s record for audit purposes.
2. Digital Method: Add Signature via Task
This method allows users to digitally sign documents directly within the system, providing a faster and paperless workflow.
How it works:
The task includes an “Add Signature” option, which allows the user to apply an electronic signature.
Once the signature is confirmed, the document is updated automatically.
System behavior:
The task is marked as completed after the signature is added.
The signed version is stored and logged under the user’s activity history.
3. Acknowledging Documents
Some tasks are intended for acknowledgement purposes, as defined by the company’s internal policies.
How it works:
The user opens the assigned task (e.g., “Acknowledgement”).
By submitting the task, the user confirms that they have read and understood the document.
System behavior:
No signature is required.
Task completion is automatically logged in the user’s activity record, serving as proof of compliance.
