What is Smart Move?

What is Smart Move?Smart Move refers to the technology that detects when a user joins or leaves a group or audience. DocRead is able to utilise Smart Move to ensure that your users only ever receive the correct reading tasks. For example, let’s assume that we have an audience for the ‘Sales department’ and another […]

Error Loading Survey: You have not been given permissions to complete the survey

Error Loading Survey: You have not been given permissions to complete the survey If you have created a SharePoint survey and users are receiving an “Error loading survey” message or “You have not been given permissions to complete the survey” message when trying to access and complete the survey as shown below: You can solve this […]

Can I delete a task in DocRead?

Can I delete a task in DocRead? This post will help if you want to force a specific user or group of users to re-read a specific document that has been assigned via DocRead. To achieve this, you can simply delete the existing task associated with that user or group. DocRead will automatically regenerate a […]

How to create an anonymous SharePoint survey

How to create an anonymous SharePoint survey By default a SharePoint Survey shows the user names of each responses in the results. However, it’s often a common requirement to be able to hide the identity of the respondent. This post will explain the steps to achieve this using the SharePoint Survey.Here’s how to create an […]

Benefits of using SharePoint to manage your policies and procedures

Benefits of using SharePoint to manage your policies and proceduresHere is a list of fifteen advantages SharePoint has over a non-SharePoint 3rd party solution when managing your policies and procedures.  Document ManagementManaging the life-cycle of a policy is a big challenge. Document Management is SharePoint’s biggest strength. Using in-built features such as version management, publishing […]

Why Policy Management Software in SharePoint?

Why Policy Management Software in SharePoint? As part of an ongoing series of posts illustrating how SharePoint can help manage the life-cycle of a policy, this post introduces at a high-level the features SharePoint has on offer. To view a list of the required features for a policy management system, please have a look at […]

How to start the default approval workflow programmatically

How to start the default approval workflow programmaticallyToday I was trying to find a way to programmatically create a publishing page and start the default approval workflow attached to the pages library. The reason that I had to programmatically start the workflow (instead of relying on SharePoint to automatically start it for me) was because […]

Code Sample : How to programmatically download all solutions (WSPs) in SharePoint

Code Sample : How to programmatically download all solutions (WSPs) in SharePointOnce a solution has been added to SharePoint, then there’s no apparent way to download it. Using the SharePoint object model we can easily download a wsp using the ‘SaveAs’ method. The C# code below illustrates how to download all of the solutions in the farm with just […]

Code Sample : How to programmatically send an email in SharePoint

Code Sample : How to programmatically send an email in SharePointIf your SharePoint farm has been configured to use an SMTP server, then it is possible to send an email in code using the SPUtility class. The c# code below illustrates how to send a mail and return an XML string outlining what was sent […]

How does DocRead differ from Workflow?

How does DocRead differ from Workflow?DocRead for SharePoint is policy management software that integrates straight into SharePoint. It allows compliance professionals, HR professionals and business users to easily distribute and track policies and procedures. We often get asked – why do we need DocRead when we can use workflow? Here’s how DocRead differs from a workflow […]