How to add a web part to every users MySite in 5 minutesThis post will outline how to add a web part to every users MySite. The web part we are going to add is the standard DocRead Reading Tasks web part, but this process can be applied to any web part in SharePoint.MySite host […]
Read more
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 […]
Read more
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 […]
Read more
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, […]
Read more
How to import your DocRead data into Power BI The DocRead reporting suite provides several different reports to help you manage your compliance tasks. The out of the box reporting options allow administrators and line managers to track progress with real time reports. For more in-depth reporting needs linking your DocRead databases to Power BI […]
Read more
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 […]
Read more
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 […]
Read more
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 […]
Read more
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 […]
Read more
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 […]
Read more