New User Management features released in DocRead version 3Note: The information in this post relates to DocRead for on-premises SharePoint only. DocRead version 3.0 introduces a new User Management section that makes keeping on top of your DocRead licence restrictions so much easier. Licences are assigned to a user when the first DocRead task is assigned to them, […]
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New Publishing Date features released in DocRead version 3Note: The information in this post relates to DocRead for on-premises SharePoint only. DocRead Version 3.0 introduces more control over publishing dates for a document or item that will be assigned via DocRead in the DocRead Settings section.TO ACCESS THE NEW DOCREAD SETTINGS MENU:Click on the ellipsis against the […]
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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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How to target SharePoint content with DocReadHaving amazing content stored in SharePoint is great, but how do you ensure people know where to find it? Targeting SharePoint content to groups of users is easier than you may think!This post shows how easy it is to use DocRead to target documents, or any other content stored in SharePoint. […]
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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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SharePoint Groups vs AD Groups vs Global AudiencesIf you’d like to know whether to use SharePoint Groups or SharePoint Audiences to manage users, then look no further! This post will help you decipher what to use and when. I also want to include a little discussion on SharePoint Audiences as I believe they are a […]
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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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Analysing DocRead Error MessagesNote: The information in this post relates to DocRead for on-premises SharePoint only. How to Find and Read DocRead Error LogsShould you encounter any error when using DocRead or DocSurvey, the first place to look for additional information is the Collaboris Error Logs. This is located within SharePoint Central Administration, in the Collaboris Settings […]
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How to manage documents that require regular employee acceptance with DocReadDocRead is an excellent tool for distributing important company documents that are already stored in SharePoint document libraries to employees and monitoring whether they have read them or not. Reading receipts are stored in a secure database so can be used at a later stage for compliance […]
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Automated content targeting in SharePoint with DocRead Reading TasksNote: This content applies to the on-premise version of DocRead only. For the Office 365 version have a look here. What is a Reading Task? A DocRead ‘Reading Task’ is something an end-user must complete when they are required (or recommended) to read a document by a specified deadline. […]
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