Management of standard operating procedures, including the regulatory requirement of being read by specific employees. The process helps you generate and track Read and Sign tasks, all directly within the document properties.


The process is made up of 4 stages, all managed from regular SharePoint lists:

  1. Document created or uploaded - the document is created in the SOP library, document properties are set, specifying people or groups required to read the document.
  2. Editing completed - after going through the process of repeated editing, the document is ready for distribution. Click Generate tasks to create an individual task for each person in Readers column (groups are expanded automatically to assign tasks to individuals only).
  3. Read tasks - each task is completed by the assigned person. Simply open the task, mark the checkbox indicating that you've read the document and add an electronic signature. Because that tasks are just usual built-in SharePoint tasks, they can be tracked, viewed and edited as you would any SharePoint task.
  4. Distribution - document can be published when all Read tasks are completed. Tasks are color-coded and the number of unfinished tasks is calculated automatically, so you can easily see the current status.
Templates are provided "as-is", free of charge, for UltimateForms customers. Feel free to make any desired modifications.
For more info, click here.
Like this template? Get it today!
Solution templates are installed automatically with a single click and are yours free of charge.
Simple and Intuitive
Streamline form creation with smart, user-friendly tools
Deploy smart dynamic forms that adapt to your business needs
Utilize a drag-and-drop interface for effortless form design
Experience rapid form customization with intuitive editing tools
Accelerate project timelines with user-friendly, immediate solutions
Powerful Automation
Enhance operational efficiency and compliance
Streamline complex workflows into straightforward actions
Quickly establish compliant business processes
Seamlessly integrate data from diverse applications
Access and combine information easily for better decision-making
Comprehensive Reporting
Transform data into actionable insights
Generate detailed reports and dashboards for informed decision-making
Customize alerts and notifications to stay updated
Print and export data to PDF, Excel, or Word for easy sharing
Visualize data with color-coded calendars and intuitive dashboards
100’s of Templates
Streamline form creation with smart, user-friendly tools
Access hundreds of customizable templates for every business function
Install easily with one-time set-up; free for ULTIMATEFORMS customers
Replicate entire sites with settings between site collections and tenants using Template Manager
Jumpstart projects with pre-built solutions from our growing catalog, applied with a click
Microsoft partner logo GSA Schedule
© 2005-2024 Infowise Solutions Ltd. All rights reserved.
Privacy | Accessibility | Cloud SLA