You can require your client to acknowledge a document by enabling the Acknowledgement toggle in the Document Store. When enabled, the client will be prompted to acknowledge the document through their Client Portal.
Steps to mark a document for acknowledgement
Open the relevant case and navigate to the Documents tab to open the Document Store.
Expand the relevant document category and locate the document you want the client to acknowledge.
In the Acknowledgement? column, click the slide toggle to switch it to "Yes".
Once enabled, your client will see a prompt in their Client Portal to acknowledge the document. After they do so, the toggle will be replaced with a green checkmark and the date the acknowledgement was made.
Things to know
Not all document types support acknowledgement. If the toggle is greyed out, that document type is not eligible.
Once a document has been acknowledged by the client, you cannot toggle it off -- the acknowledged date is shown instead.
The acknowledgement toggle is only available for non-deleted documents and is not shown for Application Services documents.
You can manage firm-wide acknowledgement documents (such as compliance PDFs) under Settings > Acknowledgements. This is a separate feature for company-level documents that require client sign-off.