Editing readers

1 Overview | 2 Add a new reader | 3 Remove a reader | 4 Related pages

Overview

The read confirmation dialog box lets you add and remove requested read confirmation readers.

Choose the read confirmation dialog box three-dot menu
Select Edit readers

Add a new reader

Use the search box to find a user to add as an additional new reader.

Choose the checkbox for the displayed new user
Select Save to add the user as a reader (request read confirmation)

Each new reader is added to the read confirmation dialog box.

When a user is added as a reader:

An email notification is sent (if enabled by an administrator)
An on-screen message is displayed when the reader views the document

A read confirmation status message is displayed on the document

The status is contextualized to the user and the current read confirmation status.

The pending read confirmation assignment is also added to the user profile Read Assignments report.

Adding a new reader does not change any existing due date for the completion of the requested read confirmation.

Remove a reader

In the read confirmation dialog box:

Choose the three-dot menu.
Select Edit readers

In the dialog box, choose the user to be removed as a reader.

Clear the checkbox

Choose Save

The read confirmation dialog box is used with both standalone read confirmations and workflow read confirmations, including a workflow with no states.

Requested read confirmations (readers) can also be added or removed in a workflow read confirmation when a workflow editor enables and configures the read confirmation in the workflow.