Category Archives for "DocRead Kb"

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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 possible to […]

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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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Assigning tasks to SharePoint Global Audiences with DocRead

Assigning tasks to SharePoint Global Audiences with DocReadDocRead allows you to assign tasks to specific groups of people that you select. Each nominated individual receives a DocRead task which they must access and self certify that they have completed. The Team and Standard Editions allow tasks to be assigned to individuals, SharePoint Groups and Active Directory […]

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