All Posts by Helen Jones

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How to migrate DocRead from SharePoint 2013 to SharePoint 2016

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 […]

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How to amend the dates displayed in DocRead emails

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 […]

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How to successfully uninstall DocSurvey

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 […]

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Using a basic SharePoint workflow to approve a policy change

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 […]

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Creating a SharePoint Audience for New Employees

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 […]

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New Publishing Date features released in DocRead version 3

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 […]

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