How to Govern and Control DocRead for SharePoint?DocRead for SharePoint is very powerful because with just a few clicks it’s possible to configure an important document to be sent and tracked to all employees in an organization. Once a document has been distributed, an employee will be notified by email (when the task is created, completed or […]
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How to upgrade the Collaboris Notification SchedulerThe Collaboris Notification Scheduler is responsible for issuing all of the emails associated with DocRead tasks. Emails can be sent when tasks are assigned, completed or fall overdue. If you need upgrade the Notification Scheduler it’s fairly straight forward, but you must remember to back-up 3 config files first. […]
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Where is all the data stored in DocRead?Virtually everything is stored in the DocRead database – however, there is also configuration stored in SharePoint allowing us to embed DocRead into it so tightly. The following list details all of the types of information that are stored for DocRead and where they are stored. Globally – SharePoint […]
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How to delete a SurveyTo delete a survey you first need ensure that it is not attached to any document or else the users will receive an error if they try to complete it via the document (i.e. when they select “Complete Survey” on the document library Ribbon or when they try to complete a […]
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How does DocRead differ from Information Management Policies?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. A question recently came up asking us to explain how DocRead was different from what you can achieve with standard ‘Information Management Policies’ in SharePoint. […]
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Why don’t we send DocRead e-mails using SharePoint ?All e-mails in DocRead are sent using the DocRead Notification Scheduler service (not using the email functionality that SharePoint offers). This means that the DocRead Notification Scheduler is a Windows Service that can run on a Windows Server that doesn’t require SharePoint. At the time we designed scheduler, we thought long […]
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DocRead for Recommended ReadingDocRead 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. One of the major uses for DocRead is it’s ability to help in compliance efforts by sending out ‘required‘ reading to a group of users. Once it’s been […]
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Multiple Language Options Available in DocReadCurrent language options Currently our products only support English in that the DocRead screens and menus are written in English. The actual items / policies / documents you wish to assign to users can obviously be written in any language, however the user will currently receive instructions in English. We have […]
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Regulatory Compliance – Auditing The ability to verify and follow through a series of events to prove compliance (or not!) is essential. Historical records detailing who, what and how an event occurred are required by most regulatory bodies. Although the word ‘Audit’ sometimes sends a shiver down many a hardened business professionals’ back, immense comfort […]
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How to disable DocRead Assigned EmailsDepending on your situation, you may need to disable assigned emails from being sent out with DocRead. This can be a for a few reasons such as : You are just starting with DocRead and have a large backlog of documents that need reading. To assign them all at once […]
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