Display the status of DocRead reading tasks I’m currently trying to learn the basics of Power BI to try and replicate some of my existing reports. I figured I would learn faster by trying help our customers making the most out of DocRead rather than following a set training course covering information I don’t need […]
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Keeping track of compliance tasks for new hires with Power BI Ensuring all of your compliance tasks are completed on time and by the right people can be complicated. Additional complexity arises when new people join the organization, or move within it. However, as with a lot of things, a little control and planning can minimize […]
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Rich SharePoint content insights with DocRead and Power BIDocRead is an add-on for SharePoint that allows you to target and track content to the right users in your organization.DocRead comes with a report suite that is accessed from the DocRead admin pages inside SharePoint. Whilst powerful out of the box, it’s impossible for the suite […]
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Creating a SharePoint document library dashboardSharePoint provides excellent opportunities to create document repositories. You may already have several document libraries containing all of your important company information. Policies, procedures, SOP’s, and lots of other types of documents can be stored safely and securely in SharePoint. This in itself leads to more problems! How do your users […]
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10 Steps for Implementing Successful SOPs with SharePointStandard Operation procedures (SOPs) are key in many industries to keeping a company moving and sometimes more importantly, compliant with the vast array of regulations, legislations, and Laws. Bespoke SOP Compliance software can be used to help you manage the process, however you can also manage your SOP’s […]
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Note: The information in this post relates to DocRead for on-premises SharePoint only. This post describes how to move a site collection, containing DocRead, between two SharePoint Farms. The instructions on this document should first be tested on a test environment that mimics the live environment. Please note that you cannot move individual libraries or sites where […]
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Note: The information in this post relates to DocRead for on-premises SharePoint only. This article will explain how to remove DocRead from a site on which it was previously activated. A DocRead licence limits the number of sites that you may activate the DocRead features on. You can review how many sites you are permitted to use (and […]
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DocRead Upgrade InstructionsInstructions on how to upgrade your DocRead installation to the latest versionNote: The information in this post relates to DocRead for on-premises SharePoint only. You can also request our help at any time by submitting a support request to our Helpdesk team. Request Help If you prefer written instructions you can find step by […]
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DocRead & DocSurvey V4.0Note: The information in this post relates to DocRead for on-premises SharePoint only. 21st of May 2021 – Build 4.0.21142.7 New Functionality and what has changed in this version of DocReadDocRead document context menu options (Reading Requirements and DocRead Settings) now fully working in SharePoint 2019DocRead document context menu options now available in the […]
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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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