Category Archives for "DocRead Kb"

How to Add Users to a SharePoint Group

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 […]

Continue reading

Troubleshooting Reading Tasks in DocRead

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 […]

Continue reading

Restricting the use of DocRead within your organization

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 […]

Continue reading

How to manage documents that require regular employee acceptance with DocRead

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 […]

Continue reading

How to sync the AD Line Manager to DocRead using Powershell

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 […]

Continue reading

What happens when an audience is removed from a DocRead configured document?

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 […]

Continue reading

Can I delete a task in DocRead?

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 […]

Continue reading

How to update multiple documents in a SharePoint document library with PowerShell

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 […]

Continue reading
1 2 3 7