New Publishing Date features released in DocRead version 3

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 […]

How to style DocRead web parts to meet Corporate branding requirements

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 […]

Assigning tasks to SharePoint Global Audiences with DocRead

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 […]

How to find out if someone has completed DocRead tasks

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 […]

How do I create the DocRead databases on a different SQL from the one that SharePoint is on ?

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 […]

DocRead Upgrade Instructions

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 […]

Assigning two different Groups to one document – will users receive duplicate document tasks?

If an employee is added to two different Groups assigned to one document – will they receive duplicate reading tasks? If a person is a member of two (or more) groups assigned to one document – they will be allocated a task for each! This is great because it’s good for compliance information as it […]

What types of reading receipts does DocRead generate?

What types of reading receipts does DocRead generate?DocRead generates two types of reading receipts: Positive Receipts: These are receipts that are automatically generated when a user confirms that they have read a document. Negative receipts: Registers the fact that a user has never completed a task to read a specific document. Negative receipts will be […]

What is Smart Move?

What is Smart Move?Smart Move refers to the technology that detects when a user joins or leaves a group or audience. DocRead is able to utilise Smart Move to ensure that your users only ever receive the correct reading tasks. For example, let’s assume that we have an audience for the ‘Sales department’ and another […]

Can I delete a task in DocRead?

Can I delete a task in DocRead? This post will help if you want to force a specific user or group of users to re-read a specific document that has been assigned via DocRead. To achieve this, you can simply delete the existing task associated with that user or group. DocRead will automatically regenerate a […]