How to migrate DocRead from SharePoint 2010 to 2016 At Collaboris, we strive to follow Microsoft’s lead when it comes to upgrading between product versions. We feel this allows us to provide the level of support that is of consistently high quality. This post explains how to migrate DocRead from SharePoint 2010 to 2016. The […]
If you are considering migrating your SharePoint 2013 Farm to SharePoint 2016 then please read through this article for steps on how to achieve this. Before proceeding, it’s important that you read ‘migrating between editions‘ to understand how this effects your DocRead and DocSurvey licensing.Preparing your SharePoint 2013 Farm:It is important to know that we only support […]
DocRead emails are sent by the DocRead Notification Scheduler windows service and date information that may be displayed will depend on the operating system regional settings specified on the server running that service. If dates being displayed in the DocRead emails are in the wrong format (e.g. dd/mm/yy or mm/dd/yy) you will need to check the […]
If you have installed DocSurvey as part of an evaluation trial and no longer want to use the functionality, please follow these instructions to remove the feature.On each site where you have previously activated the DocSurvey features go to ‘Site Settings’ and from the DocSurvey menu select ‘Uninstall’. Return to the ‘Site Settings’ menu and […]
This article will explain how to remove DocRead from a site on which it was previously activated.A DocRead licence limits the number of sites that you may activate the DocRead features on. You can review how many sites you are permitted to use (and how many you have available to use) by looking at the […]
SharePoint workflows can be used for a variety of different purposes, but in this post I’m going to concentrate on how a basic SharePoint Policy Approval workflow can be used when a document / policy or procedure is changed. The short (<4minutes) video below demonstrates this process in practice. The text below explains the process step […]
How to create a SharePoint Global Audience for New EmployeesAutomatically identifying a ‘new employees’ group in SharePoint can be achieved really easily using the SharePoint Global Audience function.Global Audiences can be automatically compiled based on a set of rules that you specify. The only restrictions are that this data must be captured and maintained in […]
How to Distribute a Document with DocReadThis guide is aimed at DocRead publishers (or other business users) to help explain how to add audiences or groups to a document that needs to be distributed, then tracked and monitored with DocRead for SharePoint 2010. (In 2013, the process works in exactly the same way, there may just be a […]
How to send two different DocRead tasks from the same base documentIt is really easy to use DocRead to assign an item that has been stored in a SharePoint document library or list to groups of users who then must acknowledge the completion of the item leaving an audit trail to prove exactly who has […]
New Publishing Date features released in DocRead version 3DocRead Version 3.0 introduces more control over publishing dates for a document or item that will be assigned via DocRead in the DocRead Settings section.TO ACCESS THE NEW DOCREAD SETTINGS MENU:Click on the ellipsis against the specific document you with to amend. Then click the ellipsis again […]