Category Archives for "DocRead Kb"

How to migrate DocRead from SharePoint 2013 to SharePoint 2016

If you are considering migrating your SharePoint 2013 Farm to SharePoint 2016 then please read through this article for steps on how to achieve this. Before proceeding, it’s important that you read ‘migrating between editions‘ to understand how this effects your DocRead and DocSurvey licensing.Preparing your SharePoint 2013 Farm:It is important to know that we only support […]


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Moving DocRead between SharePoint farms

This post describes how to move a site collection, containing DocRead, between two SharePoint Farms. The instructions on this document should first be tested on a test environment that mimics the live environment. Please note that you cannot move individual libraries or sites where DocRead is installed between Farms because DocRead keeps a reference to […]


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Creating a SharePoint Audience for New Employees

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 Set Up and Refine Email and Web Part Templates in DocRead

How to Set Up and Refine Templates in DocReadIn DocRead version 3.0 one of the new features is the ability to assign tasks to users with different messages that you can create and specify e.g. “please read this document”, “please watch this video” or “please complete this questionnaire”. This feature also makes it possibleto create […]


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New Publishing Date features released in DocRead version 3

New Publishing Date features released in DocRead version 3DocRead 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 specific document you with to amend. Then click the ellipsis again […]


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