How do I create the DocRead databases on a different SQL from the one that SharePoint is on ?Note: The information in this post relates to DocRead for on-premises SharePoint only. When DocRead is installed, the installation process will automatically create the necessary DocRead databases. If you need to create the DocRead databases on a different SQL […]
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How do I segregate tasks so that one department can’t see anothers ?A customer recently asked .. “Is there any way to segregate out what is seen there by default…example…I give the HR Director security to “publish” documents, and also IT Director has that same ability….but that means that both will be able to see […]
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How to display a comment to users as they complete a reading assignment DocRead can be used to create specific tasks for users requesting that they read and acknowledge key documents. The tasks can relate to policies, procedures or other important information. DocRead is particularly useful where compliance with these documents is essential for legal […]
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Why are my line manager reports blank?Line manager reports: Line manager reports within DocRead are available to any manager with direct reports. They only show a managers direct reports i.e. one level down in the organization hierarchy. They provide a simple and convenient way for each manager to ensure their team or department stay on […]
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Why are the audience fields grayed out or disabled?Note: The information in this post relates to DocRead for on-premises SharePoint only. If you have activated DocRead against a SharePoint document library and you are unable to assign audiences to a document because they are disabled then this article explains how to resolve the issue. Only people with DocRead […]
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Amend the Owstimer.exe.config to support DocRead under FBAIf you choose to use a different authentication mechanism such as FBA that requires a ‘Role’ and ‘Membership’ provider specified in your web.config then you will also need to copy these entries to your owstimer.exe.config file. Here’s an example of a working owstimer.exe.config file that is set-up to use Extradium. […]
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How to free up DocRead user licenses in DocRead version 2Note: The information in this post relates to DocRead for on-premises SharePoint only. If you need to free up some DocRead licences, because you have users that no longer work in your organization, then follow the steps outlined here. Before we explain how to free up licenses, […]
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User can confirm a document without it opening in the client application.At the time of confirmation – if “Force View Document” is checked – the user will be required to click on “View Document”. However, it’s still possible to confirm even though the document may have not opened. Unfortunately, there is no way we can […]
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How to style the DocRead web parts to meet Corporate branding requirementsNote: The information in this post relates to DocRead for on-premises SharePoint only. The best way to accomplish this will be to change the default style sheet provided with DocRead. The rest of this post will take you through the steps required to accomplish this. To […]
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How does DocRead deal with Reading Tasks when versioning is enabled on a document library?The way that DocRead deals with libraries with versioning enabled is: DocRead will not touch any documents in draft stage. Documents will only be processed by DocRead once they are published and approved. When DocRead generates reading tasks for Documents the […]
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