# Acknowledgement for documents

With the **Acknowledgement** component, you can request confirmation of **document** consultation, ensuring that selected users acknowledge important documents. In this section, you will learn how to send notifications from a document library, integrate the Acknowledgement tool with the document sections of the intranet, and track users' acknowledgements through the reporting system.

***

## Send documents and request a**cknowledgement**

When the tool is installed, the **Acknowledgement command** is added to the actions available in a document library. With this action, you can email employees to inform them that one or more documents should be read. The Acknowledgement button **appears when one or more documents are selected**. So, the first steps you need to take are as follows:

* Click on the **gear icon** at the top right of the page, and then on **Site contents**.
* Select a **document library**.
* Select **one or more files** and click on **Acknowledgement**.

<figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2FFu7wmzhHb6sG7GsyTFy5%2FAckn.Button.png?alt=media&#x26;token=df321039-e955-4ab9-9f2a-a9fb55c3ceb7" alt=""><figcaption></figcaption></figure>

<div align="left"><figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2FPlK9L101moiEFBj24HYD%2FAckn.Button2.png?alt=media&#x26;token=b3ef5d16-7123-442d-bdec-ddecad419c56" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
The following **file formats** are supported: .pdf, .png, .jpg, .jpeg, .mp3, .mp4, .docx, .xlsx, .pptx.
{% endhint %}

After clicking the **Acknowledgement** button, you'll see the following panel:&#x20;

<div align="left"><figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2FgbzMwqzDYxrJprm6yHwB%2FUserSelection0.png?alt=media&#x26;token=a88589ec-f6ab-47d6-8467-547c2acf0fd7" alt=""><figcaption></figcaption></figure></div>

Here, you can **select one or more individual users or groups**. The following group types are supported:

* **Microsoft 365 groups**;
* **Mail-enabled security groups**;
* **Distribution groups (even with guest users)**.

If you need to write additional comments or you want to customize the message, use the **Additional email message** box. Then, you have two options:&#x20;

* If you click the **Send email** button, you will send an email to the selected users, inviting them to open the document and confirm acknowledgement.
* If you click the **Generate links** button, you will generate a link to open the document through the “Acknowledgement” page [(see below)](#the-acknowledgement-page).

### Send email

If you click on **Send email**, a confirmation message appears informing you that the acknowledgement request has been sent successfully.&#x20;

<div align="left"><figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2FBdBpc6ZjM7UT3GS3CyET%2FAckn.Confirmation.png?alt=media&#x26;token=62dca867-5b9b-4b65-bd65-2e7be556a8ba" alt=""><figcaption></figcaption></figure></div>

The selected users will receive an **email** of this kind:&#x20;

<div align="left"><figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2FLzom2ZJ4iZQznXTl9hki%2FMail.png?alt=media&#x26;token=b598c7bb-0476-45ef-bac9-742342958e6e" alt=""><figcaption></figcaption></figure></div>

The email features the **title of the document** and a **button** to open it. Clicking on **Open and confirm** takes the user to the **“Acknowledgement” page**., i.e., a page where the **Acknowledgement web part** is configured. To learn how to configure the Acknowledgement web part, please refer to the [Create the "Acknowledgement" page](#create-the-acknowledgement-page) section.

{% hint style="info" %}
The screenshot above shows the default template, featuring a black background, white text, and a few icons. A simpler version, shown in the screenshot below, is also available. This alternative was developed to ensure that Acknowledgement is supported by most email services.&#x20;

If you prefer the simpler template, please contact Intranet.ai specialists, and they will configure the tool accordingly.
{% endhint %}

<div align="left"><figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2FPMSOAC5kZCx8tmbrrbm5%2FNuovo-template-mail.png?alt=media&#x26;token=1ec080c8-1998-4eeb-ad7d-71db2fc65bd2" alt=""><figcaption></figcaption></figure></div>

### Generate links

Clicking **Generate links** creates a link to open the document via the “Acknowledgement” page. This allows you to share the document through other channels (e.g., Teams) or include the link in a news post or intranet page. Simply click **Copy** to copy the link and use it as needed.

<div align="left"><figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2FAjWMYAWK4O4h9kQ4JVxv%2FGenerateLinks.png?alt=media&#x26;token=f0267e88-8c92-45d6-8c70-70564006115e" alt=""><figcaption></figcaption></figure></div>

### Modify the user selection

You can view the users and/or groups already selected for a file by selecting the file and clicking the **Acknowledgement** button.&#x20;

<div align="left"><figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2FyIs0SfSIp53OvFoTF7vF%2FUserSelection1.png?alt=media&#x26;token=37f57ce0-e4d2-4828-b94b-ef6e37644e87" alt=""><figcaption></figcaption></figure></div>

If needed, **you can modify your selection by adding or removing users/groups**.&#x20;

<div align="left"><figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2FcWSzwwlTOln5Xqt6toqV%2FUserSelection2.png?alt=media&#x26;token=a9c326c7-1fbc-4852-84d3-a4226db4468c" alt=""><figcaption></figcaption></figure></div>

If you add new users or groups, those already selected will not receive a new notification. If you remove a user or group, the report will update accordingly, removing the related data.

### The “Acknowledgement” page

Clicking the **Open and Confirm** button in the email or the link generated via the **Generate links** option directs the user to the **"Acknowledgement" page**. On this page, the user can view the document and confirm that they have read it. In particular, the page features two buttons:

* By clicking the **Acknowledgement** button, the user can confirm that they have read the content;
* By clicking the **Acknowledgement and download** button, the user can download the document besides confirming that they have read it.

These buttons can be activated or deactivated when configuring the Acknowledgement web part. See the [Create the "Acknowledgement" page ](#create-the-acknowledgement-page)section to learn more.

<figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2FQd6o6ZVkqSlO1cFf32mo%2FAckn.Page.png?alt=media&#x26;token=1a807f2c-4328-4f4c-a8f4-7d9ef2b0127f" alt=""><figcaption></figcaption></figure>

When the user confirms acknowledgement, the following **pop-up** appears:

<div align="left"><figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2FsOlOECRoBUxmGX5BXKuk%2FPresaVisione5.png?alt=media&#x26;token=2fe2c665-4a03-483b-837a-0422fee71db2" alt=""><figcaption></figcaption></figure></div>

And the “Acknowledgement” page is updated as follows:

<figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2FmRdeH22bMiDKsFQ24a2w%2F3.png?alt=media&#x26;token=311e084e-8d06-480c-a3e5-319511f0a8d2" alt=""><figcaption></figcaption></figure>

### Integration with Company Documents and Company Documents with Folders

You can configure the [Company Documents ](https://docs.intranet.ai/intranet-sharepoint/configurations/company-documents)and [Company Documents with Folders](https://docs.intranet.ai/intranet-sharepoint/configurations/company-documents-with-folders) web parts in order to integrate them with the Acknowledgement system. This way, **when the user clicks on a file, they will access the “Acknowledgement” page**. There, they will be able to confirm that they have viewed the content. This configuration is carried out in the web part property pane, specifically in the **Document settings** section. This section includes the following field:

<div align="left"><figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2F8Zo30bKwJFPKAV3RfyTm%2FDocumentsUpdate.png?alt=media&#x26;token=b4117df8-718d-4de9-986d-e983800810c0" alt=""><figcaption></figcaption></figure></div>

Here, you need to **enter the URL of the “Acknowledgement” page**.&#x20;

> For example: <https://intranetai.sharepoint.com/sites/intranetai/SitePages/SystemPages/Acknowledgement.aspx>

This way, **all the documents** displayed in the web part **will be opened via the “Acknowledgement” page**.

***

## Create the “Acknowledgement” page

To build the “Acknowledgement” page, first of all you need to **create a new page**. To do so, take the following steps:

* Click on the **gear icon** at the top right of the page, and then on **Site contents**.
* Scroll down until you see the **Site Pages** folder and click on it.
* Click on the **SystemPages** folder.
* Click on **New > Site Page** to create an empty page.
* Add a **title** to the page, which can simply be **“Acknowledgement”**, and choose your preferred layout for the title area.

### Add the Acknowledgement web part to the page

* If your page is not already in edit mode, click on **Edit** at the top right of the page.
* Hover your mouse below the title area. You will see a line with a circled +, like this: <img src="https://docs.intranet.ai/~gitbook/image?url=https%3A%2F%2F2718234637-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FriXlnuemuParrCf7Uotu%252Fuploads%252FccHplKgXfibd4tktmhas%252Fadvanced-search-2.png%3Falt%3Dmedia%26token%3D7d703967-c3f7-4125-834b-f695362bf90b&#x26;width=40&#x26;dpr=4&#x26;quality=100&#x26;sign=7f44a44ec69ae8b3b4af6d7ed58f0f7704fe7244845ab88822e28b1847b3ee14" alt="" data-size="line">.
* Click on it and, in the web part search box, enter **Acknowledgement** to quickly find and select the Acknowledgement web part.

<div align="left"><figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2Fasm4k9oYTpMryxqTZ63n%2FPresaVisione8.png?alt=media&#x26;token=60c65705-3bb5-483f-ada6-5a9be016be03" alt=""><figcaption></figcaption></figure></div>

* Click the **Edit** **properties** button on the left of the web part to open the property pane,  which consists of one section: Display Settings. See below for more information on this section.

### Configuration

The configuration pane of the Acknowledgement web part allows you to customize texts and to activate or deactivate buttons and sections.

<div align="left"><figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2FyOWRIrceIQK3WYddXJIW%2FAckn.WebPart.png?alt=media&#x26;token=79dab141-ea86-4009-8283-34035ac5c3f3" alt=""><figcaption></figcaption></figure></div>

* The first field allows you to **customize the text of the Acknowledgement button**. If you leave this field blank, the default text will be used, which is “Acknowledgement”.
* With the **Hide Acknowledgement button** option, you can deactivate the Acknowledgement button.
* The third field allows you to **customize the text of the Acknowledgement and download button**. If you leave this field blank, the default text will be used, which is “Acknowledgement and download”.
* With the **Hide Acknowledgement and download button** option, you can deactivate the Acknowledgement and download button.
* Next, you can decide to **hide or show the pdf toolbar**. If you choose **Yes**, the following bar will not be displayed:

<figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2FT8NMjUSnZtTs9Su2DIwS%2FPresaVisione10.png?alt=media&#x26;token=17d38d53-66ad-4df6-bf14-f7384f65f916" alt=""><figcaption></figcaption></figure>

* You can then **customize the introductory text**. If you leave this field blank, the default text will be used, which is “By clicking on the following action buttons I confirm that I have read this content”.
* The last option allows you to **choose the position of the button section**, which can be either at the top or at the bottom of the page.

<figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2F91yvZJl3VUc4V7SWddnt%2FButtonsAtTheTop.png?alt=media&#x26;token=8d79db3b-29d3-4ed5-a8f7-bbd910967ff8" alt=""><figcaption><p>Buttons at the top of the page</p></figcaption></figure>

<figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2FC7ZIure9CUhMltjRVxbx%2FButtonsAtTheBottom.png?alt=media&#x26;token=ca0f3c40-7fa7-4bb8-892b-483b11173bc1" alt=""><figcaption><p>Buttons at the bottom of the page</p></figcaption></figure>

When you have completed the configuration of the web part, click on **Publish**.

{% hint style="info" %}
The “Acknowledgement” page should be created on the main site of your intranet, even if company documents are stored in a subsite.
{% endhint %}

{% hint style="info" %}
The “Acknowledgement” page can be cross-site.
{% endhint %}

***

## Notify users of a new file version

To manage file versions, an additional button, **Notify new version**, is available. When a new version of a file is uploaded, it can be notified to the same users who received the previous version. Simply select the document and click **Notify new version** to send an email notification.&#x20;

<div align="left"><figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2F0tP0RQGBFWvJF6Rk6ZRj%2FNewVersionButton.png?alt=media&#x26;token=3e1d275c-786b-4ec4-8319-95a92bd651a0" alt=""><figcaption></figcaption></figure></div>

When you click the **Notify new version** button, the following message appears:

<div align="left"><figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2FGwJT8OZA03uS9wwu8L76%2FVersioni3.png?alt=media&#x26;token=c1c017a4-a8e4-4055-9348-a4d5522cb053" alt=""><figcaption></figcaption></figure></div>

You don't need to select users again: the same users who received the previous version of the file will automatically be notified of the new version. Therefore, you just need to click on **Send email.** When you do so, the following confirmation message appears:

<div align="left"><figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2FrEy7C0F5uvJZeas6fiX6%2FVersioni4.png?alt=media&#x26;token=de4eadfb-20df-4197-afb5-68b737d16031" alt=""><figcaption></figcaption></figure></div>

The email explicitly states that it refers to a new version of the file.

<div align="left"><figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2FByOcglh62lcZzrxFAy9M%2FNewVersionMail.png?alt=media&#x26;token=192966cb-1307-4e5d-8b6c-5391735009d6" alt=""><figcaption></figcaption></figure></div>

Similarly to what happens when the first email is sent, clicking **Open and confirm** directs the user to the "Acknowledgement" page, where they can confirm the acknowledgement of the new file version.

{% hint style="info" %}
The **Notify new version** button is always visible, even when a new document is selected.
{% endhint %}

***

## Track acknowledgements

Thanks to the **integration with Power BI**, Acknowledgement provides you with a **dynamic report** which offers a detailed overview of the documents shared with this tool. The report consists of **3 pages**:

### Page 1 - Acknowledgement Requests

The first page contains a **comprehensive list of all documents** for which an acknowledgement request has been sent. For each file, the following details are available:

* Document title;
* Link to the document;
* Total number of users requested to acknowledge the document;
* Total number of users who have confirmed acknowledgement;
* Percentage of users who have confirmed acknowledgement;
* Acknowledgement status;
* URL of the document library where the file is stored;
* URL of the site where the file is stored.

<figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2Facg29RbOxBPxwMazYtmX%2FReport-demo-1.png?alt=media&#x26;token=f6a86c47-9007-493a-ada9-19dc6dbfadab" alt=""><figcaption></figcaption></figure>

### Page 2 - Details

The second page provides an **in-depth view of a specific document**. This page is accessible through the **Drill through** function: right-click on a document title in the overview page and select **Drill through** to access additional details.&#x20;

<div align="left"><figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2FZRslLqJxBWNViszYAiYf%2FReport-demo-2.png?alt=media&#x26;token=2f0bdd4b-b116-42e0-9e83-6752dab6cd1c" alt=""><figcaption></figcaption></figure></div>

This section includes:

1. **Detailed user information**

* Name of the user requested to acknowledge the document
* Country and office location
* Job title
* Department
* Email sent date
* Acknowledgement date (if the user clicked the **Acknowledgement** button)
* Download date (if the user clicked the **Acknowledgement and download** button)
* Latest acknowledged version (the version of the document the user has confirmed reading)
* Document link

<figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2FuCKE84PACUqk7ChzpDWq%2FReport-demo-3.png?alt=media&#x26;token=639c6096-0e9c-44b9-8275-8d6d8e0a5e7f" alt=""><figcaption></figcaption></figure>

2. A **graph** tracking **acknowledgement over time**

<figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2FiyiCvOkyiZX1HSvJBtH5%2FReport-demo-4.png?alt=media&#x26;token=ff74588f-2ab0-4d56-958e-c6c4a1f9673f" alt=""><figcaption></figcaption></figure>

3. A summary section about the **acknowledgement status**

<div align="left"><figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2FCXfsxEQS0Yaqs2aOSiK0%2FReport-demo-5.png?alt=media&#x26;token=27b5b9ed-b69e-42c8-9387-1edcf6d58e05" alt=""><figcaption></figcaption></figure></div>

4. A **filter section** to refine the displayed data

<div align="left"><figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2FfMVMo3SiPUx2aUk2I8od%2FReport-demo-6.png?alt=media&#x26;token=036d6009-6891-49bc-8457-854f7a4aec83" alt=""><figcaption></figcaption></figure></div>

### Page 3 - Complete Data

This page **also** includes **acknowledgement confirmations submitted directly by users through the document pages**. In these cases, no email is sent — the user accesses the document library, clicks on a file, and opens it through the "Acknowledgement" page, where they can confirm they have read the content. To learn more about this feature, refer to the section titled ["Integration with Company Documents and Company Documents with Folders"](https://docs.intranet.ai/acknowledgement/features/acknowledgement-for-documents#integration-with-company-documents-and-company-documents-with-folders).

<figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2Fnicl3Vwjv4yqTsjBXRlE%2FReport-demo-7.png?alt=media&#x26;token=67102333-8a42-4062-b9b7-03baf49a94d5" alt=""><figcaption></figcaption></figure>

A **filter section** is available on this page, too.

<div align="left"><figure><img src="https://2718234637-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FriXlnuemuParrCf7Uotu%2Fuploads%2F8mwqDVHA4kFIhKYRXD9U%2FReport-demo-8.png?alt=media&#x26;token=b51e081d-f94d-44b4-969c-b0bc72ef557e" alt=""><figcaption></figcaption></figure></div>
