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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Are you and your staff GDPR Compliant?When the EU’s GDPR (General Data Protection Regulation) was introduced in May 2018, it represented a big step in the data privacy protection legislation in the UK. For thousands of businesses GDPR highlights a very daunting compliance challenge around how they handle and report on data. Organisations that fail to […]
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How to send an email when a SharePoint site or web is deletedFor various governance reasons you may want to email the site owner when a SharePoint site is deleted. A list of the possible reasons could be : The site was deleted in error and the earlier you notify the owners – the better. […]
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SharePoint Lessons Learned – Clearly Define a Deployment Baseline (Part 2)In part 1 of this post I talked about the principles behind the creation of a Deployment Baseline during the development of SharePoint based applications. In this post I’m going to talk about how we, at Collaboris. normally group and categorise the different artefacts to […]
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