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How to migrate DocRead from SharePoint 2013 to SharePoint 2016

If you are considering migrating your SharePoint 2013 Farm to SharePoint 2016 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 2013 Farm:It is important to know that we only support […]

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How to amend the dates displayed in DocRead emails

DocRead emails are sent by the DocRead Notification Scheduler windows service and date information that may be displayed will depend on the operating system regional settings specified on the server running that service. If dates being displayed in the DocRead emails are in the wrong format (e.g. dd/mm/yy or mm/dd/yy) you will need to check the […]

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How to successfully uninstall DocSurvey

If you have installed DocSurvey as part of an evaluation trial and no longer want to use the functionality, please follow these instructions to remove the feature.On each site where you have previously activated the DocSurvey features go to ‘Site Settings’ and from the DocSurvey menu select ‘Uninstall’. Return to the ‘Site Settings’ menu and […]

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Using a basic SharePoint workflow to approve a policy change

SharePoint workflows can be used for a variety of different purposes, but in this post I’m going to concentrate on how a basic SharePoint Policy Approval workflow can be used when a document / policy or procedure is changed. The short (<4minutes) video below demonstrates this process in practice. The text below explains the process step […]

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Moving DocRead between SharePoint farms

This post describes how to move a site collection, containing DocRead, between two SharePoint Farms. The instructions on this document should first be tested on a test environment that mimics the live environment. Please note that you cannot move individual libraries or sites where DocRead is installed between Farms because DocRead keeps a reference to […]

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How to configure alerts in SharePoint 2016

How to configure user alerts in SharePoint 2016SharePoint Alerts are an important feature available in all the versions of SharePoint 2007, 2010, 2013, 2016 and SPO. They are a great built-in mechanism for SharePoint that allows us to send out notifications (emails) to users and group of users based on the changes to list items, […]

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