Docs field manual
Read and sign a policy
Open a policy your practice has approved, read it through and sign it so there is a record that you have read this version.
Everyone who is asked to sign does this when a policy is approved or a new version comes out.
Steps
- Open Policies. You can also use the Policies to read and sign list on Today's checks.
- On the To sign tab, press Read and sign next to the policy. Managers and owners press Open or Review instead.
- Read the whole policy.
- Press I've read this. Sign. You will see Policy signed.
The policy then moves to your Signed tab.
If something goes wrong
- There is no button to sign. Press Details and look at Your signature. It says whether you have signed, whether the policy is approved yet, or Not needed from your role.
- It says Not needed from your role and you think it should be. Some policies are for certain jobs only, so ask your practice manager to check your job is set.
- A policy you signed is back on your list. Each new version needs a new signature from the team.
- Nothing to sign. You are up to date. When a policy needs your signature, it will be here.
- A Confirm signature box appears. Your practice uses stronger signing. Choose Continue with passkey or Use authenticator code.
- Could not sign the policy. Read the reason on the screen and try again. If it happens again, ask your practice manager.