SOP Read and Sign

Regulatory Read and Sign process for standard operating procedures

Install UltimateForms to run in your own environment

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.

How to install

You can install on your own SharePoint sites, online or on-premises

1. Install UltimateForms

Still don't have UltimateForms installed? Get it now! It's an all-in-one suite to build a wide variety of sophisticated busines processes directly in your browser.

2. Apply Template

Open UltimateForms, click on Install Business Solutions on the toolbar. Click on the desired solution, then click Install. A brand-new site will be created with the solution already deployed.

3. Customize

Fine-tune your solution to exactly match your business requirements. Use UltimateForms to add and modify columns, change form settings, add validation rules, alerts, actions, print templates and many other features, without a single line of code.
Solutions are provided "as-is", free of charge, for UltimateForms customers. Feel free to modify the site in any way you deem fit, adding or removing columns, adding or modifying list views or changing the homepage layout.
Most solutions are ready for use once installed. A small minority of solutions require you to add users to site groups. Once the site groups are populated, you can start using the process.
For more detailed installation and configuration instructions, visit this page.

What is right for you?

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Installation

Install in your own environment, on Microsoft 365 and on premises
  • Start working with your real users and data
  • Install on SharePoint Online or on premises
  • Register for 30 day trial
  • Trial can be converted to paid license
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