DocRead for SharePoint
DocRead is a regulatory compliance solution for SharePoint 2007 and 2010 that distributes policies to groups of users and allows them to explicitly acknowledge that they have read and understood it. DocRead works by automatically creating time limited reading assignments to users based on their membership in pre-configured groups or audiences. Individuals are notified via email when new assignments have been created and when they are completed or overdue.
Why choose DocRead for SharePoint?
Allows users to confirm that they have read a document
DocRead offers a simple and intuitive process for users to keep track of their reading assignments, including a clear confirmation process for users to explicitly acknowledge that they have read and understood the document. DocRead automatically issues and securely stores a reading certificate on completion of reading assignments. View a screenshot showing the
task information panel.
Notifies users of how much time they have to read a document
DocRead works by automatically creating time limited reading assignments to users, notifying them via email when new assignments have been created and when existing tasks are completed or overdue. DocRead can be configured to send overdue reminders just once, or on a repeating schedule, usually daily. Watch a screencast demonstrating
how an end-user can view and complete a DocRead Reading task in three clicks.
Dynamically assigns reading tasks to users
Using '
Smart Move' - DocRead is able to assign the correct reading tasks to users by tracking when they join (or leave) an audience (or group). This makes it ideal for new starters and for people who leave and enter organisations or project groups. Read more about
Smart Move.
Built-in reporting tool
DocRead ships with a reporting tool that allows administrators to easily get statistical information about reading assignments and drill down on specific documents or users. Using filtering and sorting, it's very easy to find the data you need, such as a list of 'overdue reading tasks by document'. A dashboard is also available, that presents the 'helicopter' view of tasks within that site.
Watch a screencast about DocRead reporting.
Negative and Positive Reading Receipts
A Positive Receipt is a PDF document that states when a person read a particular version of a document and also the terms that they agreed to when confirming they read it. Negative Receipts are also stored for situations when a person never read a document which may occur for reasons such as they leave the organisation, or because the document was removed.
Approval Workflows
As DocRead works with documents stored in standard SharePoint Document Libraries, it can also benefit greatly from the use of SharePoint approval workflows. This means that your policies can be authored by a compliance expert and then routed to other people in the organisation for final approval. Once approved and published, DocRead will then begin the process of assigning individual reading requests (for that document) to the groups specified in the documents metadata.
Low Training Costs
Much of the customer feedback we receive relates to DocRead's simplicity of use for end users. Within 3-clicks a user can read a document, read the terms associated with it and then confirm their acceptance. It couldn't be easier.
For all types of roles (Farm Administrators, Site Owners, DocRead Administrators and DocRead Publishers) in-depth User Guides are available to take you step-by-step through every feature in DocRead.
Easy to install
DocRead is extremely simple to install and configure meaning you don't need to break the bank on large implementation projects. On average - with no customisation - DocRead can be installed and activated on a Document Library in less than an hour.
Support you can rely on
We want to ensure you buy DocRead with the confidence that you will be supported by us every step of the way. Our support includes :
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Highly technical support consultants that are members of the product development team
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Access to our online support helpdesk (at http://support.collaboris.com)
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Access to all major and minor versions of DocRead