Benefits of having a SOPs manualHaving a SOPs manual will help you have a systematic approach to your work. This will ensure that you are always following the same procedures for every single task or project. A SOP manual is an important document for any business. This is because it provides guidelines on how to do […]
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The Effect of Reset Task on ReceiptsReset task can be really useful if you already have a policy assigned by DocRead to the relevant audience and simply need to update / refresh the policy and get everyone to re-acknowledge the new policy. Before we look at what changes when you reset a task, let’s take a […]
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Permission levels required to create a Survey in SharePointThe permissions to create Surveys are controlled by SharePoint itself. By default SharePoint allows users with the “Contributor” right to create Surveys in a site (so any member of the SharePoint Site Members group will get this permission by default). Using enhanced quiz / survey features in SharePoint using […]
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How to Migrate DocRead from SharePoint 2016 to SharePoint 2019Note: The information in this post relates to DocRead for on-premises SharePoint only. If you are considering migrating your SharePoint 2016 Farm to SharePoint 2019 then please read through this article for steps on how to achieve this. Before proceeding, it’s important that you read ‘migrating between editions‘ […]
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SharePoint Lessons Learned – Don’t forget to use proven design patterns and practicesSharePoint should be seen as another layer in the technology stack that your code will interact with. But just because you are using this layer you should not forget to follow good and proven design practices. The following points describe some of the […]
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SharePoint Data Doc – The New Way to Access your SharePoint list data from MS WordWhen pulling content together for our weekly “SharePoint Community Newsletter” I find out about a lot of cool tools. During last weeks, I came across a really cool utility called SharePoint Data Doc. Here’s the low-down on what it is […]
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The Shortcut in Policy Management with your version of SharePointWorking within policy management or compliance teams in large or complex organizations can bring with it many challenges. Not least of which is making sure your business keeps pace with the ever-changing policy, regulation and compliance landscape. Where do you feel the pain?Take any one of […]
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Lifecycle of Policy or Procedure in SharePointOver the last few weeks, I have been working on a white paper called ‘Life-cycle of a policy or procedure in SharePoint’. One of the main staples of this whitepaper is going to be diagram depicting what the life cycle looks like. Here’s a sneak preview: The starting point for […]
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SharePoint Survey Results AnalysisThere are a few options once you are ready and would like to analyze SharePoint Survey Results. Three views are available to you “out of the box” and also the option export to spreadsheet. Below we will discuss the various options available to you to analyze the SharePoint Survey Results you have worked hard to collect! Overview […]
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How to update multiple documents in a SharePoint document library with PowerShellWe recently received a query for DocRead to see if it was possible to set the ‘Required Audience’ and ‘Acknowledgement Days’ to about 100 policies on mass (via a script). Hence, being one who is always up for a challenge, I loaded up PowerGUI and […]
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