The Effect of Reset Task on Receipts

The Effect of Reset Task on ReceiptsReset task can be really useful if you already have a policy assigned by DocRead to the relevant audience and simply need to update / refresh the policy and get everyone to re-acknowledge the new policy. Before we look at what changes when you reset a task, let’s take a […]

How to migrate DocRead from SharePoint 2016 to SharePoint 2019

How to Migrate DocRead from SharePoint 2016 to SharePoint 2019Note: The information in this post relates to DocRead for on-premises SharePoint only. If you are considering migrating your SharePoint 2016 Farm to SharePoint 2019 then please read through this article for steps on how to achieve this. Before proceeding, it’s important that you read ‘migrating between editions‘ […]

Automated content targeting in SharePoint with DocRead Reading tasks

Automated content targeting in SharePoint with DocRead Reading TasksWhat 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. If a publisher assigns a document to a group of users with 150 users, then this will create […]

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 […]

SPFX apps in SharePoint 2019

Configure SharePoint SP2019 to support SPFx applicationsThis post describes how to configure your on-premise SharePoint 2019 farm to allow you to deploy and run SPFx applications. The instructions below will take you through the steps required to install each pre-requisite. Depending on the status of your farm, you may already have some of the pre-requisites installed […]

SharePoint Groups vs AD Groups vs Global Audiences

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 […]

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 […]

Migrating DocRead from SharePoint 2013 to SharePoint 2019

How to migrate DocRead from SharePoint 2013 to 2016At Collaboris, we strive to follow Microsoft’s lead when it comes to upgrading between product versions. We feel this allows us to provide the level of support that is of consistently high quality. This post explains how to migrate DocRead from SharePoint 2013 to 2019.The steps you need […]

New User Management features released in DocRead version 3

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, […]