How to Add Users to a SharePoint GroupDocRead for SharePoint is the only policy management software that integrates straight into SharePoint and allows compliance professionals to distribute and track their policies and procedures. When speaking with customers, I often need to supply them with quick “how to” guides that help remind them how to do some of […]
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Troubleshooting Reading Tasks in DocReadIf you are wondering why you have no ‘Reading Tasks’ when you have assigned a ‘Required’ or ‘Recommended’ document to a group or audience of users this post will help you resolve and troubleshoot the most common reasons. Reading Tasks are not created immediately The biggest cause for no Reading Tasks […]
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Restricting the use of DocRead within your organizationDocRead for SharePoint is the only policy management software that integrates straight into SharePoint and allows compliance professionals to distribute and track their policies and procedures. DocRead is a fantastic tool which can be used throughout an organization to electronically distribute important documents to specific groups of users and then […]
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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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How to maximise the impact of the My Reading ListDocRead offers several ways to manage your compliance requirements. Emails can be sent when a new task is issued to you. But probably the most helpful is the DocRead ‘My Reading Task’ web part. This can be placed on your organizations intranet site and customized to […]
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How to sync the AD Line Manager to DocRead using PowershellIn DocRead 2.1 (available mid-September) we introduced some new Powershell Cmdlets to help SharePoint Administrators synchronize the ‘Manager’ property from Active Directory to the DocRead database. Please note, if you are not using SharePoint Foundation, you can ignore this as it’s very likely that the […]
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What happens when an audience is removed from a DocRead configured document?This blog post will explain what happens to tasks and reading receipts when a SharePoint Group or SharePoint Global Audience is removed from a previously configured document in DocRead for SharePoint. Let’s assumed a document is already configured to be sent to a specific […]
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Can I delete a task in DocRead?DocRead allows you to delete the following combination of tasks : Selected task only. All tasks assigned to all users for the selected document. All tasks assigned to user for the selected document. To delete a task, go to the ‘Site Tasks’ screen and select the task by clicking on […]
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SharePoint Groups vs AD Groups vs Global AudiencesA recent question came up on the SharePoint Community Group at LinkedIn which asked whether to use SharePoint Groups or SharePoint Audiences to manage users. Here’s my attempt to answer the question. I also want to include a little discussion on SharePoint Audiences as I believe they are […]
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How to update multiple documents in a SharePoint document library with PowerShellWe recently received a query for DocRead to see if it was possible to set the ‘Required Audience’ and ‘Acknowledgement Days’ to about 100 policies on mass (via a script). Hence, being one who is always up for a challenge, I loaded up PowerGUI and […]
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