Why are my line manager reports blank?Line manager reports: Line manager reports within DocRead are available to any manager with direct reports. They only show a managers direct reports i.e. one level down in the organization hierarchy. They provide a simple and convenient way for each manager to ensure their team or department stay on […]
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There is scope in DocRead to display messages to end users in your local language. Whilst DocRead menus within SharePoint Settings and Administration notes, hints and descriptions will always appear in English, DocRead provides the functionality to provide key instructions and messages in local languages in the DocRead task panel and emails sent via the […]
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How to Add Documents to a SharePoint Document LibraryDocRead 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. When speaking with customers, I often need to supply them with quick “how to” guides that help remind them how to do some […]
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How to migrate DocRead from SharePoint 2010 to 2016 At Collaboris, we strive to follow Microsoft’s lead when it comes to upgrading between product versions. We feel this allows us to provide the level of support that is of consistently high quality. This post explains how to migrate DocRead from SharePoint 2010 to 2016. The […]
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How do I ensure that JQuery used by DocRead does not cause a conflict with my libraries?We have taken all possible measures to prevent any form of conflict between the jQuery libraries loaded by the DocRead web parts and libraries already loaded by the page. These include: DocRead dynamically loads the jQuery script library only […]
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DocRead now forces users to “read” and download a document before confirmationDocRead 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. As requested by the majority of our customers, we are proud to announce that DocRead 1.2 now has the ability […]
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What happens if I enable/disable the Email Scheduler?The DocRead Notification Scheduler is responsible for sending out email notifications on a scheduled basis. The scheduler sends out 3 types of emails : Task Assigned – sent to a recipient when they are required to read and confirm / acknowledge a document. Task Confirmed – sent to a recipient […]
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When adding a group or audience to a document why is a new version of a document created?When you add (or update) the Readership Audience for a specific document with a SharePoint Group or Audience you will create a new version of the document when it is saved. We have designed DocRead this way because we found that […]
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What happens when a user leaves a DocRead audience or group?Users may leave a SharePoint audience, (or SharePoint group) for a variety of reasons, such as they have left the organization, they have moved jobs, they have gone on long term sick leave, and so on. When these events happen it’s very likely that they […]
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How to manage documents that require regular employee acceptance with DocReadDocRead is an excellent tool for distributing important company documents that are already stored in SharePoint document libraries to employees and monitoring whether they have read them or not. Reading receipts are stored in a secure database so can be used at a later stage for compliance […]
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