Configure SharePoint SP2019 to support SPFx applicationsThis post describes how to configure your on-premise SharePoint 2019 farm to allow you to deploy and run SPFx applications. The instructions below will take you through the steps required to install each pre-requisite. Depending on the status of your farm, you may already have some of the pre-requisites installed […]
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SharePoint Groups vs AD Groups vs Global AudiencesIf you’d like to know whether to use SharePoint Groups or SharePoint Audiences to manage users, then look no further! This post will help you decipher what to use and when. I also want to include a little discussion on SharePoint Audiences as I believe they are a […]
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Where to host your SharePoint Test Environment?To test the UI of a new or existing SharePoint application you are going to need somewhere with the latest build on it. By ‘build’ we mean the code that your developers have written and compiled into something that can be installed, or deployed into SharePoint. Let’s assume you have […]
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How to set default column values on a document in SharePointIf you haven’t heard about ‘Location-based metadata defaults’ or ‘Column default value settings’ then I hope to explain it simply. Try to think of it as a rather cool way to apply default values for your documents metadata (columns) based on which document library folder […]
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How to Create a SharePoint User GroupDocRead for SharePoint is the only policy management software that integrates straight into SharePoint and allows compliance professionals to distribute and track their policies and procedures. When speaking with customers, I often need to supply them with quick “how to” guides that help remind them how to do some of the […]
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How to use the SharePoint Collect Signatures Workflow The SharePoint Collect signatures Workflow allows you to insert signatures into Office documents, specifically Word, Excel and InfoPath and pass the document to a series of individuals so that more signatures can be collected and tasks completed. Depending on the nature of your organisation, approximately half of your […]
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Why don’t I receive emails?All emails sent out by DocRead are sent using a separate application called the Collaboris Notification Scheduler. If you aren’t receiving emails it’s highly likely to be one of the following reasons :The Collaboris Notification Service isn’t installed and / or configured. Please read this the section on the Scheduler towards […]
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How to adjust the timing of DocRead notification emails The DocRead Notification Scheduler oversees the sending of emails within DocRead. Three timer jobs are used to schedule and issue emails associated with DocRead tasks, they are: 1) New Tasks Job – Responsible for sending emails for new reading tasks. This job, by default, runs once per […]
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How to migrate DocRead from SharePoint 2013 to 2016At Collaboris, we strive to follow Microsoft’s lead when it comes to upgrading between product versions. We feel this allows us to provide the level of support that is of consistently high quality. This post explains how to migrate DocRead from SharePoint 2013 to 2019.The steps you need […]
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New User Management features released in DocRead version 3Note: The information in this post relates to DocRead for on-premises SharePoint only. DocRead version 3.0 introduces a new User Management section that makes keeping on top of your DocRead licence restrictions so much easier. Licences are assigned to a user when the first DocRead task is assigned to them, […]
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