If this is your first time using our attestation module, check out our attestation basics FAQ.
To add a new attestation, follow these steps:
- Click settings on the left navigation pane
- Click attestations
- Click the '+' sign on the bottom left of the screen to add a new attestation
- Fill in the name, description, and use the file browser to attach a PDF. Click next
- Scan through the document, and add signature boxes, initial boxes, or dates where applicable. When finished, click save.
- Set the recurrence as monthly, quarterly, or annually. If there is no recurring period, select never/one-off.
- Set the reminder frequency, which will govern the frequency users of Glass will get the reminder to sign and fill out the attestation.
- Select team members. The system defaults to all users of Glass, but gives the ability to assign a subset of team member.
- If using the select team members function, drag the user's names from the left box to the right box while holding down the selection on the mouse
- Select the box to automatically trigger the attestation if required
- If this is a new attestation and you want the users of Glass to get a reminder now, click the box
- If you are editing, or setting up attestations for the future and want them to get reminded at the end of the recurring period, leave the box blank
- When finished, click create attestation