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 […]

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 […]

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 […]

Uninstalling DocRead from a site

This article will explain how to remove DocRead from a site on which it was previously activated. A DocRead licence limits the number of sites that you may activate the DocRead features on. You can review how many sites you are permitted to use (and how many you have available to use) by looking at the […]

RN22: DocRead and DocSurvey for SharePoint V3.3 (3.3.61118).

RN22: DocRead & DocSurvey for SharePoint V3.3 (3.3.61118)18th of November 2016 ​This is a minor release with improvements and support for SharePoint 2016 licensing.​Improvements​Added licensing for SharePoint 2016Updated Click Wrap agreementAdded the ability to select multiple SharePoint groups as DocRead Administrators and Publishers.

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 […]

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 […]

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, […]

RN21: DocRead and DocSurvey for SharePoint V3.2 (3.2.60801.2)

RN21: DocRead & DocSurvey for SharePoint V3.2 (3.2.60801.2)2nd August 2016 This is a minor release with bug fixes, improvements and added support for SharePoint 2016.ImprovementsAdded support for SharePoint 2016DocReadAudience friendly names (name without the provider prefix) are now shown on the DocRead webpart when “Display Friendly Names” option is enabled. User name is now shown on reading […]

Stop Using Email as your Policy Management Software

STOP Using Email as your Policy Management SoftwareEvery company has its own policies and procedures that have to be shared with people in the organisation. In the past this was typically done by distributing paper copies. Since its introduction, e-mail has largely replaced the need for paper distribution, and using e-mail and file shares as […]