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docread on-premises
DocRead for office 365
OTHER RESOURCES
Knowledgebase articles by topic
Answers to common questions about DocRead and DocSurvey for SharePoint Server, grouped by task. For DocRead for Microsoft 365, see the DocRead 365 documentation hub above.
Reading tasks and confirmations
- How to send two different DocRead tasks from the same base document
- How to find out if someone has completed DocRead tasks
- How to automatically assign reading tasks to new employees
- Assigning two different groups to one document: will users receive duplicate tasks?
- How to display a comment to users as they complete a reading assignment
- User can confirm a document without it opening in the client application
- How DocRead handles reading tasks when versioning is enabled on a document library
- What happens when a document is deleted?
- Can I delete a task in DocRead?
- How to get the most from the My Reading List
- How to manage documents that require regular employee acceptance
- Troubleshooting reading tasks in DocRead
Audiences, users and groups
- Why the "Domain Users" AD group can't be used in a DocRead audience
- Does DocRead still see user accounts that have been disabled in AD?
- What happens when a user leaves a DocRead audience or group?
- How to segregate tasks so one department can't see another's
- Restricting the use of DocRead within your organization
Line manager reports
Emails, reminders and the Notification Scheduler
- How to customize the DocRead emails
- How to send overdue reminders repeatedly
- How to disable DocRead assigned emails
- How do I disable DocRead emails?
- How to upgrade the Collaboris Notification Scheduler
Installation, configuration and data (SharePoint Server)
- Where is all the data stored in DocRead?
- Creating the DocRead databases on a different SQL Server from SharePoint
- Delegate controls used by DocRead
- Amend Owstimer.exe.config to support DocRead under FBA
- How to restore tasks to a site that has been deactivated
- How to style DocRead web parts to match corporate branding
- Preventing jQuery conflicts between DocRead and your own libraries
- What is Smart Move?
- Local language options within DocRead
- Analyzing DocRead error messages
DocSurvey
- How to get user feedback on a document stored in SharePoint
- Permission levels required to create a survey in SharePoint
- Using pictures in DocSurvey quizzes
- Audience settings not visible in DocSurvey requests
- Error loading survey: "You have already completed this survey"
- Error loading survey: "You have not been given permissions to complete the survey"
- How to delete a survey
Feature announcements from DocRead version 3
From our Knowledgebase
The Hidden Costs of Poor Policy Management in Microsoft 365November 28, 2025
SOX Compliance with Collaboris and DocRead: Making Governance PracticalSeptember 23, 2025
ISO 27001 Compliance Made Simple with Collaboris and DocReadSeptember 23, 2025
DocRead vs PowerDMS: Policy & Training Tools ComparisonSeptember 9, 2025