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DocRead Roadmap - Summer 2012

by Mark Jones | Feb 06, 2012

We are proud to announce the next set of features that have been agreed for our Roadmap. We are working closely with our clients to release features important to them first but everything below will be included in DocRead v2 (due for release in Summer 2012).

Multi-language support

By very popular demand, this feature will allow DocRead to support multiple languages, by offering the following:

  • Ability to transmit email messages in the language that matches the language of the site that stores the document. (aka variation).
  • Ability to configure terms and conditions in a language of choice.
  • Ability to show all DocRead labels and text in the language of the users browser.

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Questions associated with a Reading Task

For advanced scenarios, using 'chaining' and 'writing tasks' allows you to configure some very complex workflows. However, to support simple scenarios, where proof that a user has actually 'read' the document is needed, a set of multi-choice questions can be set against a document. The results will be stored and available for viewing within the 'reports' section.

In addition to this, the ability to prevent completion of the task will also be configurable, depending on the answers provided. In simple terms, this means that a user must achieve a certain (configurable) score before they can complete the task and retrieve their reading certificate.

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Chain Reading Requests

This feature will allow DocRead to automatically create a new reading task when a predecessor task has been completed. This feature has many many uses, for example, for 'New Starters' - as part of an induction pack - you may need an employee to read the 'Employee handbook' in their first 2 days, then after reading that, you need them to complete 'Health & Safety Policy'. It's brilliant for tasks that have pre-requisite tasks.

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Customise Email Templates

Many of our customers asked that they need to be able to customise email templates easily from within SharePoint. Hence, in this next major version, DocRead will give you the ability to not only customise the templates (via a SharePoint page) at either a Farm, Site Collection, Web or Document level, but also to support multi-lingual needs.

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'Writing Task' Support

DocRead currently supports the ability to ensure that a user reads and confirms some your most important documents and policies. The concept of a 'writing task' builds on this concept, by allowing a DocRead publisher to achieve the following :

  • Request that a group of users complete a new instance of a specified 'content type' by a certain time. For example, you will be able to ask that a user complete a 'health and safety questionnaire', 'risk assessment form', or 'maths homework assignment' etc). As with reading tasks, wach writing task will be required to be completed within X days and email reminders will be sent.
  • On completion of the new "instance", this will confirm the writing task as 'complete' in the DocRead database. At this point a certificate will be available.

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Simplify the Task Information Panel

The task information panel, consists of 3 tabs, this will be changed to a more intuitive interface.

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Compliance using DocRead

DocRead logoDocRead for SharePoint can help you manage policy compliance by:

  • Targeting documents or policies at specific groups of users
  • Allowing a specific amount of time for users to confirm agreement 
  • Sending email reminders when policy compliance is overdue
  • Users self-certify that they have read and fully understood the policy details
  • Securely storing records of confirmed policy acceptance
  • Monitoring the user acceptance of policies via a reporting suite
  • Providing detailed reading reports and statistics
  • Report drill through to show who has not accepted the policy
  • Automatically sending historic compliance tasks and policies to new users when they are added to a group
  • Bringing policy compliance requests immediately to users attention when they log on

DocRead is simple to install and configure. It seamlessly integrates with SharePoint and can be added to any existing SharePoint site.

To find out more, visit the DocRead product site.


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