Category Archives for "DocRead"

How to utilise audience targeting in SharePoint

How to utilise audience targeting in SharePointThis article will explain how to setup and configure audience targeting in SharePoint 2010. Before I get started with the guide, I’d like to mention that an Audience is a part of the User Profile Service Application. To manage a SharePoint Audience you will need to open Central Administration website Application Management—–> Manage […]

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How to improve your SOP training using SharePoint

How to improve your SOP training using SharePointA huge problem in business is whether we can be really sure that training on company Standard Operating Procedures (SOP) has genuinely been read, understood and ultimately can be adhered to by staff members.Should we rely on meetings and phone calls?One answer would be to make sure that you interview your […]

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Linking a SharePoint Survey to a document

Linking a SharePoint Survey to a document If you have created a survey, quiz or questionnaire using DocSurvey for SharePoint and want to link it to a specific document then you can easily achieve this by following these simple steps. Different versions of SharePoint have different requirements, so scroll down the page to find the ones you […]

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How to configure a yearly reminder on a SharePoint document

How to configure a yearly reminder on a SharePoint documentSharePoint Information Management Policies are very useful for automatically performing actions on a document at some point in the future.For example, your organization may conform to ISO 9001 standards which require that documentation should be regularly reviewed and refreshed. It’s also extremely good practice to clean, […]

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Display the status of DocRead reading tasks

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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Creating a SharePoint Document Library Dashboard

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 SharePoint

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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