Name: Read and Understood
Author: SP Additions

Help Desk

Web and Video Conferencing

Customer Support

AI Chatbot

Development

Attendance Tracking

Career Center

Education

Association Management

Business Intelligence (BI)

Case Management

Collaboration

File Sharing

File Sync

Objectives and Key Results (OKR)

Office Suites

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

FinTech

Online Trading

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Performance Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Asset Tokenization

Business Internet Service Providers (ISPs)

Cloud Storage

Container Management

Debugging

Disaster Recovery as a Service (DRaaS)

Dynamic Application Security Testing (DAST)

Fraud Detection

In-Memory Databases

Incident Response

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Intranet

Managed Private Cloud

Managed Security Service

Modular Storage Area Network (SAN)

Network Function Virtualization (NFV)

Network Performance Monitoring

Runtime Application Self-Protection

SSL Certificate

Secure Web Gateway

Threat Hunting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Marketing Automation

Personalization Engines

Product Management

Sales and Marketing Automation

Social Media Management

Survey & Forms Building

Technology Review

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Forecasting

Sales Pipeline

Sales

Microsegmentation

Security Information and Event Management (SIEM)

Security

Automotive

Building Information Modeling (BIM)

Catering

Law Practice Management

Legal Research

Tour Operator

Vertical-Specific

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Read and Understood is a SharePoint application designed to automate the process of document acknowledgment. According to the vendor, it enables organizations of various sizes to ensure that employees have acknowledged important documents such as policies, procedures, and compliance materials. This application caters to professionals in Human Resources, Compliance and Risk Management, Legal, Training and Development, and Quality Assurance across different industries.

## Key Features

**Manage App Access**: Users can manage permissions to the Read and Understood App and Document Selectors, allowing control over library enablement and document selector management.

**Onboard New Employees**: The feature facilitates onboarding of new employees by sending acknowledgment requests to new starters. Notifications can be sent to new employees when they join a specific group, either from midnight today or for all group members on first use.

**Acknowledgement Summary Excel Report**: The feature provides a detailed export of the document acknowledgment process, including document name, version, recipient email, acknowledged date/time, and recipient comments. The exported report includes a checksum for data validation.

**Manage Access to the App and Document Selectors**: Users have the ability to control permissions for accessing the Read and Understood App and Document Selectors. Permissions can be set for all libraries or specific libraries within the app, allowing flexibility in managing access.

**Read and Understood Reports**: Detailed reports are available to assist companies in meeting compliance requirements. These reports include an Employee/Document report listing acknowledged and unacknowledged documents by employees, and a Group/Dept. Compliance report indicating the percentage of acknowledgments by group/department.

**Read and Understood App for Microsoft Teams**: The application offers integration with Microsoft Teams, allowing users to manage acknowledgment requests directly within the Teams platform. Active acknowledgment requests are displayed in the Teams App, along with an embedded copy of the document requiring acknowledgment.

**Teams and SharePoint Acknowledgment App Install**: Users can install the Read and Understood Teams App, enabling them to view and manage acknowledgment requests within Microsoft Teams. The app provides a link to open the document in a new browser tab.

**Customize Email Templates for Read and Understood**: The app allows companies to customize the emails sent to employees for document acknowledgment. Customization options include branding the emails using company colors and images, as well as tailoring the message and information provided to users.

**Email Template Hierarchy**: The app supports a hierarchical approach to customizing email templates. Customizations can be made at the app level, which will be inherited by all document selectors. Templates can also be tweaked at the document selector level for subtle changes based on document type.

**Updating the Email Templates at the App Level**: Users can customize every email template sent to users by Read and Understood. Templates are formatted using HTML, with examples and instructions provided for styling attributes and creating buttons.


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Read and Understood

Document management systems (DMS) encompass a set of capabilities for storing, sharing, and converting documents and files in a way that reduces dependence upon, or eliminates entirely, hardware and paper document generation and storage. Central to document management is imaging, file type conversion, versioning, and metadata management with document editing and access controls. Document management type features might also be contained in an enterprise content management (ECM) system or a digital asset management (DAM) system.

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Read and Understood

Overview

What is Read and Understood?