Distributing and tracking your policies and procedures with DocRead and SharePointAfter your policy has been created, reviewed and approved. It should be moved to a policies and procedures site within your main SharePoint Intranet and targeted to the relevant users with DocRead. Target the policy to the relevant usersTo target your policy to the relevant […]
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10 reasons to use SharePoint for policy management Policy management and compliance is something every company has to deal with at some point. Even the smallest of organisations have policies and procedures that they need employees to read, acknowledge and subsequently sign up to. Governance activities also creep into day to day company management; HR, accounting, […]
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Policy and Procedures : Using SharePoint Search to find policies quicklyThis post is part of a series illustrating how SharePoint can help manage the life-cycle of a policy. In this post we explain how SharePoint search can meet the requirement below: “It should be possible to find a policy in seconds“. To view all of […]
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DocRead Modern Experience Pack installation instructionsThe video below shows how you can install the DocRead Modern Experience Pack in your SharePoint 2019 farm. Please noteBefore you proceed with the installation shown on the video below you will need to ensure that your SharePoint 2019 Farm has been configured to support SPFX applications. You can find […]
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DocRead & DocSurvey V5.02th of December 2021 – Build 5.0.21281.2Improvements and bug fixesFixed issues with the web-parts loading overlay in Classic Mode.Fixed issues with dynamically loading data in the task panel. Performance improvements in loading data from web-services.Modern Experience Pack for SharePoint 2019New DocRead task list web part New DocRead tasks pie chart web partNew ECB menu […]
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SharePoint Survey Permissions ExplainedSharePoint Permissions can be complex at the best of times. After all, we have constructs like inheritance, group / user permissions, permission levels and so on. This post will attempt to tackle some of the security questions that you may have asked when dealing specifically with SharePoint Survey security and permissions. We […]
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How to set default column values on a document in SharePointIf you haven’t heard about ‘Location-based metadata defaults’ or ‘Column default value settings’ then I hope to explain it simply. Try to think of it as a rather cool way to apply default values for your documents metadata (columns) based on which document library folder […]
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5 Reasons to use SharePoint for Standard Operating Procedure (SOP) ManagementIt is fair to say that with the highly regulated world we live in, for many industries, a good Standard Operating Procedure (SOP) management system and approach is the key to achieving regulatory compliance. When people are looking to implement or improve their SOP management system, […]
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Configure SharePoint SP2019 to support SPFx applicationsThis post describes how to configure your on-premise SharePoint 2019 farm to allow you to deploy and run SPFx applications. The instructions below will take you through the steps required to install each pre-requisite. Depending on the status of your farm, you may already have some of the pre-requisites installed […]
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If you are considering migrating your SharePoint 2016 Farm to SharePoint 2019 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 2016 Farm:It is important to know that we […]
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