How to display a comment to users as they complete a reading assignmentThe default DocRead email templates and Task notification panel provide a space for specific comments or notes relating to a DocRead task to be displayed to the end user. This could be a helpful tip about the task they need to complete or […]
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DocRead emails are sent by the DocRead Notification Scheduler windows service and date information that may be displayed will depend on the operating system regional settings specified on the server running that service. If dates being displayed in the DocRead emails are in the wrong format (e.g. dd/mm/yy or mm/dd/yy) you will need to check the server […]
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If you wish to prevent DocRead from sending emails, then follow these steps… On the server that you installed the ‘DocRead Notification Scheduler’ load the ‘Windows Services’ mmc and locate the service that is called ‘Collaboris Scheduling Service’, then right click and select ‘properties’. On the properties dialog, set the service to ‘Disable’ and also click ‘Stop’ as highlighted below. […]
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What happens if I enable/disable the Email Scheduler?The DocRead Notification Scheduler is responsible for sending out email notifications on a scheduled basis. The scheduler sends out 3 types of emails : Task Assigned – sent to a recipient when they are required to read and confirm / acknowledge a document. Task Confirmed – sent to a recipient […]
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How to adjust the timing of DocRead notification emails The DocRead Notification Scheduler oversees the sending of emails within DocRead. Three timer jobs are used to schedule and issue emails associated with DocRead tasks, they are: New Tasks Job – Responsible for sending emails for new reading tasks – This job, by default, runs once […]
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Troubleshooting Emails from DocRead – useful things to check forIf you are expecting emails to be sent out to individuals who have been assigned Reading Tasks and they aren’t – use this post to troubleshoot the most common causes. Please note – a log file will be output to the “C:\ProgramData\Collaboris\DocRead Scheduler\Logs” directory by default. […]
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How to Set Up and Refine Templates in DocReadIn 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 “please complete this questionnaire”. This feature also makes it possible to […]
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How to send overdue reminders repeatedly with DocReadThe DocRead notification scheduler is responsible for sending emails to users when tasks are assigned, completed or fall overdue. By default, after the DocRead Notification Scheduler is installed, when a reading task becomes overdue only 1 reminder email is sent. This article will illustrate how to change DocRead […]
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How do I disable DocRead Completed EmailsThe DocRead Notification Scheduler is responsible for issuing emails to users when tasks are assigned to them, are completed by them or fall overdue. Depending on your situation, you may find it helpful to disable ‘task completed’ emails from being sent out with DocRead. To disable task completed emails […]
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How to customize the DocRead EmailsNote: This Knowledge base article is relevant for DocRead version 2.x. If you are using DocRead version 3 or above, please refer to posts on the email template functionality.To amend the e-mails that get sent out with DocRead, follow these instructions. Please try this first on a “test” or “development” […]
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