DocRead 2007 Learning Resources

User Guides

There are five distinct roles needed to use DocRead and for your convenience we have split our User Guides to match each role. The guides contain easy to follow, step-by-step instructions that take you through every feature of DocRead. Each guide is in the format of a downloadable PDF so you can easily download and print if required.

DocRead 2007 Installation Guide

Collaboris PDF file
This guide is intended to be used by a SharePoint Farm Administrator.
It shows you how to:
  • Run the DocRead Installer
  • Configure DocRead in SharePoint Central Administration
  • Activate DocRead reporting
  • Install the Collaboris Notification Scheduler
  • Uninstall DocRead
  • Upgrade DocRead
  • Configure the DocRead databases
  • Manage DocRead licensing
Download a PDF version here.

DocRead 2007 Site Owner Guide

Collaboris PDF file
This guide is intended to be used by Sharepoint Site Owners who generally have 'Full Control' over the site.
It shows you how to:
  • Activate DocRead Site Collection Features
  • Activate DocRead Functionality
  • Complete DocRead Site Settings
  • Activate DocRead on Document Libraries
  • Process Site Readerships
  • Synchronise Site Documents
  • View DocRead Reports

Download a PDF version here.

DocRead 2007 Administrator Guide

Collaboris PDF file
This guide is intended to be used by a user who has been granted DocRead Administrator permissions.
It shows you how to:
  • Add DocRead Webparts to your site
  • Add Documents to a DocRead Enabled Document Library
  • Process Site Readerships
  • View and Search Site Tasks
  • Synchronise Site Documents
  • Delete Tasks
  • View DocRead Reports
  • View Reading Receipts

Download a PDF version here.

DocRead 2007 Publishers Guide

Download DocRead Publisher Guide
This guide is intended for SharePoint document publishers and explains how DocRead fits in with the existing SharePoint publishing process.
  • Add Documents to a DocRead Enabled Document Library
  • Delete DocRead Tasks
  • Reset DocRead Tasks
  • Delete documents
  • Learn how to use approval workflow with DocRead
  • Understand major and minor versions

Download a PDF version here.

DocRead 2007 End User Guide

Download DocRead End User Guide
This guide is aimed at end users and explains how they can use DocRead to complete reading tasks. 
  • Interpret Document Status Icons
  • Use Email Notifications
  • Use a DocRead webpart
  • Review Documents
  • Complete a Reading Assignment
  • View and Store Reading Receipts

Download a PDF version here.

Learning Resources

Quick Reference Guides

We realise that many of the people who need to interact with DocRead may have had little experience with SharePoint before. We have created this series of 'quick reference guides' for you to download and distribute within your organisation to help users at every level learn how to use both the elements of SharePoint essential for DocRead and DocRead itself.

Quick reference guides are available for: