RN01: DocRead for SharePoint V1.0 (build 11025.2)Note: The information in this post relates to DocRead for on-premises SharePoint only. Please note: This is a historic release note and does not relate to the most recent version of the software available. Please visit our release note archive here to view a complete list of published release notes.25th October […]
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If an employee is added to two different Groups assigned to one document – will they receive duplicate reading tasks? If a person is a member of two (or more) groups assigned to one document – they will be allocated a task for each! This is great because it’s good for compliance information as it […]
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What types of reading receipts does DocRead generate?DocRead generates two types of reading receipts: Positive Receipts: These are receipts that are automatically generated when a user confirms that they have read a document. Negative receipts: Registers the fact that a user has never completed a task to read a specific document. Negative receipts will be […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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