DocRead Receipts

AUDIENCE TARGETED READING
CREATE, REVIEW, APPROVE
EMAIL AND NOTIFICATION
READ AND ACKNOWLEDGE
TESTING UNDERSTANDING
REAL TIME REPORTING
DOCREAD RECEIPTS
DOCREAD WEBPARTS
CONFIGURE & CUSTOMISE
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DocRead receipts are PDF certificates that are generated to confirm whether a user has or has not completed a reading task. The Reading Receipts can be exported or downloaded by the user for their own records.

Reading receipts can be used for auditing purposes to prove a user has completed their tasks and store useful information such as the version of the document the person accessed and the date and time of completion.

Key Features

  • All Receipts are available on a drill-down report.
  • Positive Receipts confirm when a person read a particular version of a document and also the terms that they agreed to when confirming they read it.
  • Negative Receipts are generated in situations when a person did not read a document before the task was deleted. This can occur for genuine business reasons such as the user moves departments, leaves the organization or because the document was removed.
  • All receipts are exportable to most common formats (PDF, Excel, RTF, etc)
  • Links to receipts are sent in completed emails and can be accessed from the task information panel.
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