Note: The information in this post relates to DocRead for on-premises SharePoint only. 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 […]
Read more
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 server […]
Read more
Note: The information in this post relates to DocRead for on-premises SharePoint only. 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 […]
Read more
Note: The information in this post relates to DocRead for on-premises SharePoint only. 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 […]
Read more
How to maximise the impact of the My Reading ListDocRead offers several ways to manage your compliance requirements. Emails can be sent when a new task is issued to you. But probably the most helpful is the DocRead ‘My Reading Task’ web part. This can be placed on your organizations intranet site and customized to […]
Read more
How to manage documents that require regular employee acceptance with DocReadDocRead is an excellent tool for distributing important company documents that are already stored in SharePoint document libraries to employees and monitoring whether they have read them or not. Reading receipts are stored in a secure database so can be used at a later stage for compliance […]
Read more
How to Add Users to a SharePoint Group DocRead for SharePoint is the only policy management software that integrates straight into SharePoint and allows compliance professionals to distribute and track their policies and procedures. When speaking with customers, I often need to supply them with quick “how to” guides that help remind them how to do some of […]
Read more