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 […]
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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 […]
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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 […]
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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. […]
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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. […]
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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 […]
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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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How to create a SharePoint Global Audience for New EmployeesAutomatically identifying a ‘new employees’ group in SharePoint can be achieved really easily using the SharePoint Global Audience function. Global Audiences can be automatically compiled based on a set of rules that you specify. The only restrictions are that this data must be captured and maintained in […]
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How to automatically assign reading tasks to new employees“We are currently using DocRead to manage an employee handbook. We have a group of every user in the company we have sent the handbook out to a couple weeks or so ago. This coming week we have 2 new users starting that we want to read and acknowledge […]
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Advanced DocRead reporting with Power BI The DocRead reporting suite provides several 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. Whilst powerful out of the box, it’s impossible for the suite to cover more customised reporting requirements. That’s where Power BI comes […]
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