Category Archives for "DocRead Kb"

How Collaboris Helps Law Enforcement Agencies Achieve ISO 9001 Certification

How Collaboris Helps Law Enforcement Agencies Achieve ISO 9001 Certification For law enforcement, consistency and accountability are non-negotiable. Citizens expect professionalism, regulators demand compliance, and courts require proof that procedures are followed. ISO 9001, the global standard for Quality Management Systems (QMS), helps agencies demonstrate that their operations are structured and reliable.But certification isn’t just […]

How does DocRead deal with Reading Tasks when versioning is enabled on a document library?

How does DocRead deal with Reading Tasks when versioning is enabled on a document library?The way that DocRead deals with libraries with versioning enabled is: DocRead will not touch any documents in draft stage. Documents will only be processed by DocRead once they are published and approved. When DocRead generates reading tasks for Documents the […]

How to free up DocRead user licenses in DocRead version 3

How to free up DocRead user licenses in DocReadNote: The information in this post relates to DocRead for on-premises SharePoint only. If 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 […]

Types of audiences that can be used by DocRead

Note: The information in this post relates to DocRead for on-premises SharePoint only. DocRead uses the SharePoint API to get the list of users that have been assigned to a DocRead audience. Because of limitations with this API DocRead audiences can only contain individual windows users, SharePoint Groups, ASP.Net roles, standard Windows security groups and SharePoint audiences. […]

Amend the Owstimer.exe.config to support DocRead under FBA

Amend the Owstimer.exe.config to support DocRead under FBAIf you choose to use a different authentication mechanism such as FBA that requires a ‘Role’ and ‘Membership’ provider specified in your web.config then you will also need to copy these entries to your owstimer.exe.config file. Here’s an example of a working owstimer.exe.config file that is set-up to use Extradium. […]

Keeping track of compliance tasks for new hires in Power BI

Keeping track of compliance tasks for new hires with Power BI Ensuring all of your compliance tasks are completed on time and by the right people can be complicated. Additional complexity arises when new people join the organization, or move within it. However, as with a lot of things, a little control and planning can minimize […]

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 automatically assign reading tasks to new employees

How to automatically assign reading tasks to new employees“We are currently using DocRead to manage an employee handbook. We have a group of every user in the company we have sent the handbook out to a couple weeks or so ago. This coming week we have 2 new users starting that we want to read and acknowledge […]

Creating Report Backgrounds for Power BI

Creating Report Backgrounds for Power BIPower BI allows you to create amazing visualizations from your data. You can easily get carried away and create hundreds of different combinations.  Once you have worked out the best way to summarize and display your data, chances are your Power BI report screen will look something like this:My report above […]

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

What happens when an audience is removed from a DocRead configured document?Note: The information in this post relates to DocRead for on-premises SharePoint only. 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 […]