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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New Publishing Date features released in DocRead version 3Note: The information in this post relates to DocRead for on-premises SharePoint only. DocRead 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 […]
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How to style the DocRead web parts to meet Corporate branding requirementsNote: The information in this post relates to DocRead for on-premises SharePoint only. The best way to accomplish this will be to change the default style sheet provided with DocRead. The rest of this post will take you through the steps required to accomplish this. To […]
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Assigning tasks to SharePoint Global Audiences with DocReadNote: The information in this post relates to DocRead for on-premises SharePoint only. DocRead 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 […]
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How to find out if someone has completed DocRead tasksNote: The information in this post relates to DocRead for on-premises SharePoint only. There are two ways you can easily find out whether a specific person has completed reading tasks assigned to them by DocRead. The reports also allow you to review the reading status of all reports […]
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How do I create the DocRead databases on a different SQL from the one that SharePoint is on ?Note: The information in this post relates to DocRead for on-premises SharePoint only. When DocRead is installed, the installation process will automatically create the necessary DocRead databases. If you need to create the DocRead databases on a different SQL […]
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DocRead Upgrade InstructionsInstructions on how to upgrade your DocRead installation to the latest versionNote: The information in this post relates to DocRead for on-premises SharePoint only. You can also request our help at any time by submitting a support request to our Helpdesk team. Request Help If you prefer written instructions you can find step by […]
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