Configuring Attestation Settings

You can configure attestation settings on the Attestation Details screen to enable or disable respondent and attestation settings. These settings will impact which respondents receive the attestation and how respondents are required to view and acknowledge the attestation.

Attestation settings are initially configured when creating a new attestation. For more information, see Adding, Editing, and Canceling Attestations. This article provides the steps necessary to change the settings for an existing attestation.

To configure attestation settings

  1. On the Policy Management menu, select Attestations.

    The Attestations screen appears.

  2. Click the Attestation Name link for the attestation in which you want to configure settings.
    The Attestation Details screen appears.

  3. Select the Settings tab.
  4. Customize the respondent and attestation settings, as necessary. For more information, see Attestation Settings Screen Reference.
  5. Click the Save button.

Attestation Settings Screen Reference



Section

Field

Description

Respondent Settings

Update Respondents Based on Organization

Enabling this setting will allow the attestation to be updated automatically when users are added or removed from the organization.

Send To External Users

Enabling this setting will allow the attestation to be sent to external users. This setting now restricts invited users from being included in attestations when the setting is enabled.

Attestation Settings

Require Acknowledgment

Enabling this setting will require respondents to acknowledge that they have received and read the document.

Enforce Scrolling on Acknowledgment

Enabling this setting will require respondents to scroll through the entire document before the acknowledgment checkbox is enabled.

Allow Exception Requests

Enabling this setting will allow respondents to request an exception for the document.