The Read & Confirm feature allows managers and team members to ensure important items are reviewed and acknowledged. It’s perfect for assigning tasks, sharing updates, and tracking who has confirmed receipt.
Receiving & Completing a Read & Confirm Notification
When you receive a notification, you can open it directly or go to Sign in the Action Center.
Ensure the top tab says Sign.
Click the item, scroll to the confirmation area, and click Approve.
After approving, a confirmation bar appears - click it to view all signed items.
Adding a Digital Signature (Optional)
You can add a personal digital signature to your approval:
Go to Edit Profile in user preferences.
Scroll to the Signature section.
Draw your signature using your mouse or trackpad.
Sending a Read & Confirm Notification
Open the item you want to send for confirmation.
Click the three-line menu in the top-right corner and select Read and Confirm.
Select the employee(s) you want to review and confirm the item.
Managing Notifications
After sending a Read & Confirm notification, you can manage it efficiently:
Withdraw a Request
Open the item and click the three-line menu > Read and Confirm.
Find the user(s) whose request you want to withdraw and click Withdraw next to their name.
The selected user will no longer be prompted to confirm the item.
Send a Reminder
Open the item and go to the Read and Confirm menu.
Find the user(s) who haven’t confirmed yet and click Send Reminder next to their name.
The selected users will receive a notification reminding them to review and confirm the item.
Note: These actions do not affect employees who have already confirmed — their approvals remain intact.
💡 Tip: Use Read & Confirm notifications to ensure accountability and track progress on important items. Digital signatures add an extra layer of confirmation for compliance or auditing purposes.