How to customize the DocRead EmailsNote: The information in this post relates to DocRead for on-premises SharePoint only. Note: This Knowledge base article is relevant for DocRead version 2.x. If you are using DocRead version 3 or above, please refer to posts on the email template functionality.To amend the e-mails that get sent out with DocRead, follow […]
Read more
Why don’t we send DocRead e-mails using SharePoint ?All e-mails in DocRead are sent using the DocRead Notification Scheduler service (not using the email functionality that SharePoint offers). This means that the DocRead Notification Scheduler is a Windows Service that can run on a Windows Server that doesn’t require SharePoint. At the time we designed scheduler, we thought long […]
Read more
How to upgrade the Collaboris Notification SchedulerThe Collaboris Notification Scheduler is responsible for issuing all of the emails associated with DocRead tasks. Emails can be sent when tasks are assigned, completed or fall overdue. If you need upgrade the Notification Scheduler it’s fairly straight forward, but you must remember to back-up 3 config files first. […]
Read more
How to disable DocRead Assigned EmailsDepending on your situation, you may need to disable assigned emails from being sent out with DocRead. This can be a for a few reasons such as : You are just starting with DocRead and have a large backlog of documents that need reading. To assign them all at once […]
Read more
How to send overdue reminders repeatedly with DocReadThe DocRead notification scheduler is responsible for sending emails to users when tasks are assigned, completed or fall overdue. By default, after the DocRead Notification Scheduler is installed, when a reading task becomes overdue only 1 reminder email is sent. This article will illustrate how to change DocRead […]
Read more
What happens if I enable/disable the Email Scheduler?The DocRead Notification Scheduler is responsible for sending out email notifications on a scheduled basis. The scheduler sends out 3 types of emails : Task Assigned – sent to a recipient when they are required to read and confirm / acknowledge a document. Task Confirmed – sent to a recipient […]
Read more
How do I disable DocRead Completed EmailsThe DocRead Notification Scheduler is responsible for issuing emails to users when tasks are assigned to them, are completed by them or fall overdue. Depending on your situation, you may find it helpful to disable ‘task completed’ emails from being sent out with DocRead. To disable task completed emails […]
Read more
Note: The information in this post relates to DocRead for on-premises SharePoint only. If you wish to prevent DocRead from sending emails, then follow these steps… On the server that you installed the ‘DocRead Notification Scheduler’ load the ‘Windows Services’ mmc and locate the service that is called ‘Collaboris Scheduling Service’, then right click and select ‘properties’. On the properties […]
Read more
Where is all the data stored in DocRead?Virtually everything is stored in the DocRead database – however, there is also configuration stored in SharePoint allowing us to embed DocRead into it so tightly. The following list details all of the types of information that are stored for DocRead and where they are stored. Globally – SharePoint […]
Read more
How to delete a SharePoint Survey in 4 stepsThis blog post will explain the steps needed to remove/delete a survey from SharePoint. It does not matter whether the survey was created in SharePoint or with DocSurvey, the steps required to remove it are the same. 1) Navigate to the site containing the survey and then […]
Read more