How to add a quick link to DocRead ReportsThe normal process for accessing DocRead reports is to use the SharePoint ‘Site Settings’ option. and then select the ‘Reports’ link from the DocRead menu… …which provides access to all DocRead reports you have permission to view. If a user does not have permission to use the initial […]
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Using DocRead in a hybrid scenario DocRead needs to be installed into an on-premises version of SharePoint. It is possible for the same SharePoint Farm to have other sites running in SharePoint Online, but the site where DocRead is installed needs to be fully running on-premises. It is possible to create a “link” to a […]
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How to Create a New Document Library This post explains how to create a new Document Library in SharePoint 2010. It also explains the creation of 2 columns that can (optionally) be configured for use with DocRead. 1. Select ‘Site Actions’, then ‘View All Site Content’. 2. Click ‘Create’. 3. Under Document library input a name […]
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Upgrading SharePoint Content Types Introduction Well it’s now Saturday afternoon and the family have been out shopping all day, so I have taken the opportunity to conduct some tests that I had been meaning to do for a long time now (geek I hear you say). I wanted to find specifically what happens if you […]
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Why is DocRead different from competing software? We are very often asked how DocRead differs from its competitors. Here’s a recent response we gave (slightly tweaked to protect the identity of the requestor!): Great question! Although we have a few competitors in the same area of ‘compliance’ – as far as we know – we don’t […]
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How do I disable DocRead Completed Emails The DocRead Notification Scheduler is responsible for issuing emails to users when tasks are assigned to them, are completed by them or fall overdue. Depending on your situation, you may find it helpful to disable ‘task completed’ emails from being sent out with DocRead. To disable task completed […]
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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 […]
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How to upgrade the Collaboris Notification Scheduler The 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 […]
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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 – […]
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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 […]
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