Restricting the use of DocRead within your organizationNote: The information in this post relates to DocRead for on-premises SharePoint only. DocRead 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. DocRead is a fantastic tool which can be used throughout an organization to […]
Read more
How to Set Up and Refine Templates in DocReadNote: The information in this post relates to DocRead for on-premises SharePoint only. In DocRead version 3.0 one of the new features is the ability to assign tasks to users with different messages that you can create and specify e.g. “please read this document”, “please watch this video” or […]
Read more
How to free up DocRead user licenses in DocRead version 2Note: The information in this post relates to DocRead for on-premises SharePoint only. If you need to free up some DocRead licences, because you have users that no longer work in your organization, then follow the steps outlined here. Before we explain how to free up licenses, […]
Read more
New Publishing Date features released in DocRead version 3Note: The information in this post relates to DocRead for on-premises SharePoint only. DocRead Version 3.0 introduces more control over publishing dates for a document or item that will be assigned via DocRead in the DocRead Settings section.TO ACCESS THE NEW DOCREAD SETTINGS MENU:Click on the ellipsis against the […]
Read more
How to style the DocRead web parts to meet Corporate branding requirementsNote: The information in this post relates to DocRead for on-premises SharePoint only. The best way to accomplish this will be to change the default style sheet provided with DocRead. The rest of this post will take you through the steps required to accomplish this. To […]
Read more
Assigning tasks to SharePoint Global Audiences with DocReadNote: The information in this post relates to DocRead for on-premises SharePoint only. DocRead allows you to assign tasks to specific groups of people that you select. Each nominated individual receives a DocRead task which they must access and self certify that they have completed. The Team and Standard Editions allow […]
Read more
How to find out if someone has completed DocRead tasksNote: The information in this post relates to DocRead for on-premises SharePoint only. There are two ways you can easily find out whether a specific person has completed reading tasks assigned to them by DocRead. The reports also allow you to review the reading status of all reports […]
Read more
How do I create the DocRead databases on a different SQL from the one that SharePoint is on ?Note: The information in this post relates to DocRead for on-premises SharePoint only. When DocRead is installed, the installation process will automatically create the necessary DocRead databases. If you need to create the DocRead databases on a different SQL […]
Read more
DocRead Upgrade InstructionsInstructions on how to upgrade your DocRead installation to the latest versionNote: The information in this post relates to DocRead for on-premises SharePoint only. You can also request our help at any time by submitting a support request to our Helpdesk team. Request Help If you prefer written instructions you can find step by […]
Read more
DocRead & DocSurvey V4.0Note: The information in this post relates to DocRead for on-premises SharePoint only. 21st of May 2021 – Build 4.0.21142.7 New Functionality and what has changed in this version of DocReadDocRead document context menu options (Reading Requirements and DocRead Settings) now fully working in SharePoint 2019DocRead document context menu options now available in the […]
Read more
