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 […]

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 […]

What happens when a user selects ‘Reset Tasks’ on a document?

What happens when a user selects ‘Reset Tasks’ on a document? Negative receipts are issued to all incomplete tasks to register the fact that a user did not had a chance to complete the task because it was reset. All tasks associated with the document are deleted (including completed tasks) New reading tasks are created and […]

User can confirm a document without it opening in the client application.

User can confirm a document without it opening in the client application.At the time of confirmation – if “Force View Document” is checked – the user will be required to click on “View Document”. However, it’s still possible to confirm even though the document may have not opened.  Unfortunately, there is no way we can […]

Delegate Controls used by DocRead

Delegate Controls used by DocReadIf the DocRead ribbon is not shown on your SharePoint site after installing and attaching DocRead to a document library then you may have a customised master page that does not contain the delegate controls used by DocRead. To help to diagnose the problem here is the list of standard SharePoint […]