Compliance Summary
How are we doing overall?
Compare completion, pending work, overdue assignments, and document-level results.
From setup to acknowledgement
See both sides of a simpler workflow.
Follow a document from the Company Admin’s workspace to the employee’s completed acknowledgement, then see how reports bring the results together.
Company AdminOrganize people. Publish and assign. Track progress.
EmployeeFind your documents. Read. Acknowledge.
Explore the workflow
Follow all eight steps, or jump to what you need.
Screenshots show the real product with sample data. Select an image to enlarge it.
01Company Admin · Dashboard
Start with the whole picture.
The dashboard brings your people, documents, and outstanding work together. See where attention is needed before opening individual records.
Check completion
Compare acknowledged, pending, and overdue assignments in Compliance Overview.
Find the work that needs attention
Highest Risk Documents highlights overdue acknowledgements. Upcoming Due Dates shows what is approaching.
Look closer
Use Document Performance to compare assignment volume and completion for individual documents.
An HR manager can identify the next follow-up without opening every employee record.
Explore the Help Center02Company Admin · People & organization
Give every person a place.
Build your employee list and organize it by department and location. That structure helps you find people and select the right audience later.
Add or import employees
Enter employees individually or use Import CSV for a larger roster, within your account’s available capacity.
Organize the workforce
Maintain departments and locations, then connect employees to the right teams and sites.
Review readiness
Check invitation and account status alongside assignment progress. Follow up with people who still need to activate access.
A new starter is ready to receive the documents intended for their team and workplace.
Read the employee invitation guide03Company Admin · Documents & templates
Prepare the document. Publish the version.
Keep policies, procedures, handbooks, and other controlled documents in one library. Start from a template or create your own content.
Start with useful content
Browse Templates by type or category. Use a template to create a document you can edit for your organization.
Review before publishing
Set the document type and category, edit the content, and publish the version employees should receive.
Keep version context
Assignments point to a published version. An earlier acknowledgement does not mean someone has reviewed a later revision.
Your team receives the version you intended, with a record tied to that content.
Read the document version guide04Company Admin · Single assignments
Send one document to the right people.
Single Assignments guides you through four steps: Document, Audience, Recipients, and Review & Assign. You stay in control of the recipient list and due date.
Choose the document and audience
Select a published document. Narrow recipients by role, department, location, or the date they were added.
Check the recipient list
Select the people who need the document and review who already has an assignment for that version.
Set the timing
Choose a due date and review the final summary. For repeat reviews, recurring acknowledgements use a fixed schedule from the assignment date.
Use this for a policy update, a targeted procedure, or a recurring review of an individual document.
Follow the single-assignment guide05Company Admin · Bulk assignments
Make onboarding a reusable set.
Some work belongs together. In Bulk Assignments, create a Document Set for onboarding, a role, a location, or another repeatable rollout.
Build the set once
Name the set and select the published documents it should contain. A set can include up to 200 documents.
Assign it when people need it
Choose the recipients and due date, then review the document versions. Versions already assigned or acknowledged are skipped.
Follow the whole rollout
Set Assignment History tracks each assignment run. Each employee still reads and acknowledges every document separately.
With assignment emails enabled, each person who has new work receives one summary email instead of an email for every document.
Explore the Document Sets guidePut it together
One new employee.
Fifty documents. One set.
Save an onboarding set once, then use it for each new starter. Here is how the handoff works.
The admin assigns the set
Choose the new employee, review the 50 published documents, and set a due date.
One email points to the work
With assignment emails enabled, the employee receives one summary email for their new assignments.
The employee works through the list
Each document is read and acknowledged separately. Completed work remains available to reference.
The admin follows progress
See which documents are complete and which still need attention, with a record for every acknowledgement.
06Employee · Employee workspace
A clear next step after signing in.
Employees arrive in My Documents, where assigned work and completed acknowledgements are available together. They can focus on their own documents and deadlines.
See what is due
Review the progress summary and the Due and Status columns to decide what needs attention.
Find a document quickly
Search the assigned list or narrow it by document type, category, and acknowledgement status.
Open the assigned version
Choose View to read the document in the workspace. The viewer shows its version and assignment details.
Employees have one place to find their work, whether a document was assigned individually or as part of a set.
Explore employee help07Employee · Read & acknowledge
Read it. Confirm it. Keep the record.
The acknowledgement belongs to a specific person and document version. Employees review the displayed content before confirming their acknowledgement.
Read the complete document
Check the title and version, review the content, and ask your Company Admin about anything that needs clarification.
Acknowledge the document
Use Acknowledge document after reviewing it. Wait for confirmation that the acknowledgement has been saved.
Return when you need it
Completed items remain available in the assigned list. Reopen them to reference the document and see the completion date.
Completion is visible to the employee and available for Company Admin follow-up and reporting.
Find acknowledgement help08Company Admin · Reports & evidence
Turn activity into answers.
Use Reports for organization-wide analysis and Ack Details for individual acknowledgement history. Start with the question you need to answer, then narrow the results.
Choose the right report
Review overall compliance, overdue work, departments, locations, trends, or evidence for a selected document version.
Focus the results
Use the filters available in each report to choose the date range, teams, documents, and statuses you need.
Take the record with you
Export report results as CSV or PDF. Use the Evidence Summary for evidence packages, or Ack Details for a person’s acknowledgement history PDF.
Answer who acknowledged which version, what remains outstanding, and where follow-up is needed.
Read the acknowledgement history guideSix ways to see your progress
Start with a question.
Find the right report.
Each report puts a different part of your acknowledgement activity in focus.
Overdue Acknowledgements
What needs follow-up now?
Find outstanding assignments past their due dates and see how long they have been overdue.
Compliance by Department
Which teams need attention?
Compare acknowledgement status and completion across departments.
Compliance by Location
How do our sites compare?
Review completion and outstanding work across company locations.
Compliance Trends
Are we improving over time?
Review historical patterns as recorded daily snapshots accumulate.
Compliance Evidence Summary
Who acknowledged this version?
Select a document and version to inspect acknowledgement records and generate an evidence package.
Before you get started
A few useful details.
How setup, assignments, and support work in practice.
What happens after I create a company account?
New companies start on Foundation. Follow the email invitation to activate your access, review the company setup, add your people, and prepare your first document. No credit card is required to start. Review the available plans when you need more capacity.
Can I assign 50 onboarding documents without sending 50 emails?
Yes. Add the documents to a reusable Document Set and assign the set through Bulk Assignments. With assignment emails enabled, each person with new work gets one summary email. They acknowledge each document individually, so completion remains traceable at the document level.
Do sets repeat automatically or change earlier assignments?
No. Assign a saved set when you need it, including when a new employee joins. Changes to a set affect future assignments. Existing assignments keep their original versions and due dates. Use Single Assignments for recurring acknowledgements on a fixed schedule.
Does an acknowledgement prove someone understood the policy?
It records that the employee acknowledged the assigned document version. It is not a knowledge test or a guarantee of understanding. Your organization should provide training and answer questions where needed.
Where can our team get help?
Employees and Company Admins can use the Help Center and Support Tickets. For questions about what a company policy means, contact your Company Admin. AcknowledgePoint Support responds to tickets within one business day.
Try it with your team
Bring your first document.
Start on Foundation. No credit card required.