How do I Request that Staff Read a File?

When you upload a company file, you can send read requests to your staff, asking them to confirm when they have read a document. 

To do this, navigate to your Company Files page.  

If the file doesn't yet exist, upload it. Then, hover over the file you wish to send a read request for, click the cog icon and select 'Reads'.

Toggle on 'Ask staff to read files' and select the staff you wish to send the request to before clicking 'Save'.

A notification will then be sent the to staff member via email and on their dashboard asking them to confirm that they have read the file.


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