How do I set up document acknowledgement?

RotaCloud's Pro package gives you access to our document storage feature which allows you to import files to your account. When importing via the Documents page, you also have the option to share the file with staff and require them to acknowledge it.

To begin, click your Company tab and select 'Documents'. (You'll see a list of all documents and their status). Click the blue plus icon to upload a new document.

You'll then see a pop-up box - click 'Choose file' to browse your device and select the file you'd like to import (this will vary and look different depending on your device).

Once chosen, your file will show on the pop-up and you can choose if you would like to share it with your employees under the 'Visibility' section. In order to enabled acknowledgement on the file, select custom - this allows you to choose specific users to share the file with.

Tick the employees you'd like to share the file with and, at the bottom of the pop-up window, tick 'Acknowledgement require?'.

Once done, click 'Upload'.

To upload a document requiring acknowledgement on the app, tap the three lines in the top right corner of your screen to open your menu - tap on the Documents icon.

On the next screen, tap the blue plus in the bottom corner of your screen - you'll then have the option to upload either a company or employee document. Only company documents can be set to require acknowledgement therefore you'll need to tap 'Upload Company document'.

On the next screen, you can tap the 'Choose file' section and select the file you'd like to import. In order for a document to be acknowledged, select the option 'Custom'. You can then tap the 'Employees' section and choose the team members who you'd like to be able to view and acknowledge the document.

Once you have your employees selected, just tap the 'Requires acknowledgement' option and then 'Upload'.

Once uploaded, your employee will be notified that they have a document which requires acknowledgement and can log in and sign this on either the app or on desktop. You'll also be notified when this is completed.

Document acknowledgement can be used for the following file formats:

Other file formats can be imported, however acknowledgement won't be permitted.