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 task […]
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What happens when a user selects ‘Reset Tasks’ on a document? Negative receipts are issued to all incomplete tasks to register the fact that a user did not had a chance to complete the task because it was reset. All tasks associated with the document are deleted (including completed tasks) New reading tasks are created and […]
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How do I ensure that JQuery used by DocRead does not cause a conflict with my libraries?We have taken all possible measures to prevent any form of conflict between the jQuery libraries loaded by the DocRead web parts and libraries already loaded by the page. These include: DocRead dynamically loads the jQuery script library only […]
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What types of reading receipts does DocRead generate?DocRead generates two types of reading receipts: Positive Receipts: These are receipts that are automatically generated when a user confirms that they have read a document. Negative receipts: Registers the fact that a user has never completed a task to read a specific document. Negative receipts will be […]
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What happens when a document is deleted?When a document with DocRead Audiences gets deleted DocRead takes the following actions: A negative receipt is generated for each incomplete reading task. This is to register the fact that users did not have a chance to read a document that was assigned to them because the document was deleted. The negative receipt will […]
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What is Smart Move?Smart Move refers to the technology that detects when a user joins or leaves a group or audience. DocRead is able to utilise Smart Move to ensure that your users only ever receive the correct reading tasks. For example, let’s assume that we have an audience for the ‘Sales department’ and another […]
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What happens when a user leaves a DocRead audience or group?Users may leave a SharePoint audience, (or SharePoint group) for a variety of reasons, such as they have left the organization, they have moved jobs, they have gone on long term sick leave, and so on. When these events happen it’s very likely that they […]
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