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 […]

Uninstalling DocRead from a site

This article will explain how to remove DocRead from a site on which it was previously activated.A DocRead licence limits the number of sites that you may activate the DocRead features on. You can review how many sites you are permitted to use (and how many you have available to use) by looking at the […]

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 […]

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 […]

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 […]

How to Distribute a Document with DocRead

How to Distribute a Document with DocReadThis guide is aimed at DocRead publishers (or other business users) to help explain how to add audiences or groups to a document that needs to be distributed, then tracked and monitored with DocRead for SharePoint 2010. (In 2013, the process works in exactly the same way, there may just be a […]

How to send two different DocRead tasks from the same base document

How to send two different DocRead tasks from the same base documentIt is really easy to use DocRead to assign an item that has been stored in a SharePoint document library or list to groups of users who then must acknowledge the completion of the item leaving an audit trail to prove exactly who has […]

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 […]

How to add a quick link to DocRead Reports

How to add a quick link to DocRead ReportsThe normal process for accessing DocRead reports is to use the SharePoint ‘Site Settings’ option. and then select the ‘Reports’ link from the DocRead menu… …which provides access to all DocRead reports you have permission to view.If a user does not have permission to use the initial […]

How to free up DocRead user licenses in DocRead version 3

How to free up DocRead user licenses in DocRead version 3If 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 understand how DocRead processes new tasks :How DocRead Task […]