Creating a SharePoint document library dashboardSharePoint provides excellent opportunities to create document repositories. You may already have several document libraries containing all of your important company information. Policies, procedures, SOP’s, and lots of other types of documents can be stored safely and securely in SharePoint. This in itself leads to more problems! How do your users […]
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How to display a comment to users as they complete a reading assignment DocRead can be used to create specific tasks for users requesting that they read and acknowledge key documents. The tasks can relate to policies, procedures or other important information. DocRead is particularly useful where compliance with these documents is essential for legal […]
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10 Steps for Implementing Successful SOPs with SharePointStandard Operation procedures (SOPs) are key in many industries to keeping a company moving and sometimes more importantly, compliant with the vast array of regulations, legislations, and Laws. Bespoke SOP Compliance software can be used to help you manage the process, however you can also manage your SOP’s […]
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How to customize the DocRead EmailsNote: The information in this post relates to DocRead for on-premises SharePoint only. Note: This Knowledge base article is relevant for DocRead version 2.x. If you are using DocRead version 3 or above, please refer to posts on the email template functionality.To amend the e-mails that get sent out with DocRead, follow […]
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Note: The information in this post relates to DocRead for on-premises SharePoint only. If you wish to prevent DocRead from sending emails, then follow these steps… On the server that you installed the ‘DocRead Notification Scheduler’ load the ‘Windows Services’ mmc and locate the service that is called ‘Collaboris Scheduling Service’, then right click and select ‘properties’. On the properties […]
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Note: The information in this post relates to DocRead for on-premises SharePoint only. If you are trying to create a DocSurvey request (i.e. assign a DocSurvey to a group of users without asking them to read a specific document or complete a task first) and the option to select Required or Recommended audiences does not appear then […]
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Note: The information in this post relates to DocRead for on-premises SharePoint only. DocSurvey can be used to create quizzes and questionnaires with the DocSurvey question type allowing multiple answers to be provided, from which the user must choose the single correct answer. Using this question type means that DocSurvey can then mark the answers provided […]
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New Survey Request Feature in DocRead v3.0 Note: The information in this post relates to DocRead for on-premises SharePoint only. Version 3.0 of DocRead introduces a new feature which, when combined with DocSurvey allows you to request that groups of users complete a survey / quiz or questionnaire without an associated document. In earlier versions of […]
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Note: The information in this post relates to DocRead for on-premises SharePoint only. 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’ […]
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DocRead includes a comprehensive, easy to use reporting suite to help you interrogate and understand the status of all reading tasks, descriptions of which can be found in the DocRead Administrators Guide in the Documentation Centre here. If you wish to perform additional queries on the DocRead database we have a SQL database view that […]
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