TargetSolutions allows administrators the ability to upload policies, videos and other documents for users to review. They can then place the file into a custom activity and assign it out to their users, requiring an e-signature. When the user reviews the item, they are required to provide an e-signature confirming they reviewed the attached file.

The system also has a security measure to verify users don’t check the e-signature box without opening the file. If the attached file is not opened, the box will be grayed out and restricted from being checked off. If the file is a video, it will have to play through to the end before the e-signature box is activated.

To send out a policy, video, or other file for review and require an e-signature functionality, you will need to upload the file to the File Center. After the file has been uploaded to the File Center, you will need to create a custom activity with the Activities Builder application. Once an activity has been created, it can be assigned to users through the Create New Assignments application.

If you have any questions about how to operate this tool, please contact us today!

 

E-signature functionality ensure users have received, reviewed and completed various activities that are required.