How to make sure your team read and sign documents without using paper.The notion of a paperless office has been around for a while. Yet, even in the era of collaborative technologies (such as SharePoint), mobiles devices and information overload, we still don’t seem able to get shot of physical copies. The process of reading […]
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The Ultimate Policy Management Software Checklist!If you have been tasked with searching for policy management software and are feeling a bit overwhelmed then this purchasing guide will help. This guide is ideal for situations where you have to create an RFP and want to understand what to look for in a policy management system. Regardless […]
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Why Policy Management Software in SharePoint?As part of an on-going series of posts illustrating how SharePoint can help manage the life-cycle of a policy, this post introduces at a high-level the features SharePoint has on offer. To view a list of the required features for a policy management system, please look (and contribute) at “The […]
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How to Set Up and Refine Templates in DocReadIn DocRead version 3.0 one of the new features is the ability to assign tasks to users with different messages that you can create and specify e.g. “please read this document”, “please watch this video” or “please complete this questionnaire”. This feature also makes it possible to […]
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How to use a ‘Link to a document’ in place of a real document in SharePoint.From time to time you may need to give the effect of storing documents in SharePoint, without them actually being stored in SharePoint document libraries. Maybe you have a raft of documents in external systems that you want to make available […]
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Security Management in SharePoint Groups, Permissions and UsersSharePoint GroupsSharePoint Groups are used to group SharePoint users together to make the administration and maintenance of security in SharePoint easier. By security we are specifically referring to the types of things a user needs can do on ‘things’ in SharePoint, such as :Document / List ItemLibrarySiteSite CollectionPermissionsTo […]
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This post forms part of a much wider series of posts on how to manage the life-cycle of your policies and procedures from within SharePoint. To view the other posts please refer to our ‘policies and procedures blog’. Once your policy has been created, reviewed and approved. It should then be moved to a policies and […]
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New Survey Request Feature in DocRead v3.0Version 3.0 of DocRead introduces a new feature which, when combined with DocSurvey allows you to request that groups of users complete a survey / quiz or questionnaire without an associated document. In earlier versions of the software it has been necessary to attach a survey to a document […]
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Why don’t I receive emails?All emails sent out by DocRead are sent using a separate application called the Collaboris Notification Scheduler. If you aren’t receiving emails it’s highly likely to be one of the following reasons :The Collaboris Notification Service isn’t installed and / or configured. Please read this the section on the Scheduler towards […]
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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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