Reading a Required Document

You can read any document that is listed in a Published document list. You may not be required to read all the documents you have access to. While some of the documents in the Published list are available because you have been assigned to read them, other documents may be available because the document owner set the security level to All Users.

If you are required to read a document, you will receive a task notification email and a task is added to your My Tasks list.

Read a Required Document

  1. From the Guided Task Experience view, click Next to review and complete each step of the task.

  2. On the Sign & Complete tab, review the text, and then follow the provided instructions.

    • If Enhanced Validation is activated, type your personal identification number (PIN) in the PIN text field.

    • If your PIN is invalid or you forgot it, click Resend PIN. You will receive an email containing your PIN.

      Important: Your PIN is unique to you and should not be shared with others.

    • If the Name Entry field is enabled, type your name as it appears in the text field.

  3. Click Finish to complete the task.