Note: The information in this post relates to DocRead for on-premises SharePoint only. 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 […]
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Why are the audience fields grayed out or disabled?Note: The information in this post relates to DocRead for on-premises SharePoint only. If you have activated DocRead against a SharePoint document library and you are unable to assign audiences to a document because they are disabled then this article explains how to resolve the issue. Only people with DocRead […]
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Note: The information in this post relates to DocRead for on-premises SharePoint only. 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 […]
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Analysing DocRead Error MessagesNote: The information in this post relates to DocRead for on-premises SharePoint only. Should you encounter any error when using DocRead or DocSurvey, the first place to look for additional information is the Collaboris Error Logs. This is located within SharePoint Central Administration, in the Collaboris Settings menu: From the Collaboris Settings Menu, select […]
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Why aren’t Line Manager Reports working?Note: The information in this post relates to DocRead for on-premises SharePoint only. As of version DocRead 2.0 we introduced some really cool functionality to allow Line Managers to : Get notified (via email) when an employees required reading becomes overdue (or optionally assigned and/or completed). View 3 new Reports showing a break down of the status […]
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How to send two different DocRead tasks from the same base documentNote: The information in this post relates to DocRead for on-premises SharePoint only. It 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 […]
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Note: The information in this post relates to DocRead for on-premises SharePoint only. 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 […]
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Restricting the use of DocRead within your organizationNote: The information in this post relates to DocRead for on-premises SharePoint only. DocRead 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. DocRead is a fantastic tool which can be used throughout an organization to […]
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How to Set Up and Refine Templates in DocReadNote: The information in this post relates to DocRead for on-premises SharePoint only. In 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 […]
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How to free up DocRead user licenses in DocRead version 2Note: 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, […]
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