Category Archives for "DocRead Kb"

How Collaboris Helps Law Enforcement Agencies Achieve ISO 9001 Certification

How Collaboris Helps Law Enforcement Agencies Achieve ISO 9001 Certification For law enforcement, consistency and accountability are non-negotiable. Citizens expect professionalism, regulators demand compliance, and courts require proof that procedures are followed. ISO 9001, the global standard for Quality Management Systems (QMS), helps agencies demonstrate that their operations are structured and reliable.But certification isn’t just […]

SOX Compliance with Collaboris and DocRead: Making Governance Practical

SOX Compliance with Collaboris and DocRead: Making Governance Practical The Sarbanes-Oxley Act (SOX) remains one of the most critical frameworks for companies that want to maintain investor trust. It ensures that financial reporting is accurate, internal controls are sound, and corporate disclosures are reliable.The challenge? SOX compliance isn’t just about finance teams — it touches […]

ISO 27001 Compliance Made Simple with Collaboris and DocRead

ISO 27001 Compliance Made Simple with Collaboris and DocRead ISO 27001 is no longer just a “nice-to-have” for organizations — it’s quickly becoming a baseline expectation for doing business in an interconnected world. The standard establishes a framework for building an Information Security Management System (ISMS) that doesn’t just check compliance boxes but actively protects […]

DocRead vs PowerDMS: Policy & Training Tools Comparison

DocRead vs PowerDMS: Policy & Training Tools Comparison Many organizations already pay for Microsoft 365 and use SharePoint for document management. DocRead (plus DocSurvey) builds on SharePoint to deliver policies, track acknowledgements, and add quizzes—without adding a new platform.PowerDMS is a standalone suite that requires separate licenses, employee training, and ongoing admin support. Total cost […]

How does DocRead deal with Reading Tasks when versioning is enabled on a document library?

How does DocRead deal with Reading Tasks when versioning is enabled on a document library?The way that DocRead deals with libraries with versioning enabled is: DocRead will not touch any documents in draft stage. Documents will only be processed by DocRead once they are published and approved. When DocRead generates reading tasks for Documents the […]

How to free up DocRead user licenses in DocRead version 3

How to free up DocRead user licenses in DocReadNote: The information in this post relates to DocRead for on-premises SharePoint only. If you need to free up some DocRead licences, because you have users that no longer work in your organization, then follow the steps outlined here. Before we explain how to free up licenses, it’s important to […]

Why can’t the “Domain Users” AD group be used in a DocRead audience

Why can’t the “Domain Users” AD group be used in a DocRead audienceNote: The information in this post relates to DocRead for on-premises SharePoint only. DocRead uses the SharePoint API to identify the members of SharePoint and Active Directory (AD) groups (more specifically we use the SPUtility.GetPrincipalsInGroup method), unfortunately this API does not seem to support the “Domain Users” AD group […]

Types of audiences that can be used by DocRead

Note: The information in this post relates to DocRead for on-premises SharePoint only. DocRead uses the SharePoint API to get the list of users that have been assigned to a DocRead audience. Because of limitations with this API DocRead audiences can only contain individual windows users, SharePoint Groups, ASP.Net roles, standard Windows security groups and SharePoint audiences. […]

Amend the Owstimer.exe.config to support DocRead under FBA

Amend the Owstimer.exe.config to support DocRead under FBAIf you choose to use a different authentication mechanism such as FBA that requires a ‘Role’ and ‘Membership’ provider specified in your web.config then you will also need to copy these entries to your owstimer.exe.config file. Here’s an example of a working owstimer.exe.config file that is set-up to use Extradium. […]

How to Add Users to a SharePoint Group

How to Add Users to a SharePoint GroupThis blog post explains how to add users to a SharePoint group! Treat it as a quick-reference guide. You can find step-by-step instructions for both SharePoint online and on-premises versions of SharePoint below.SharePoint Online 1. First, log in as an administrator and navigate to the site where the […]