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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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What happens when a document is deleted?When a document with DocRead Audiences gets deleted DocRead takes the following actions: A negative receipt is generated for each incomplete reading task. This is to register the fact that users did not have a chance to read a document that was assigned to them because the document was deleted. The negative receipt will […]
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Does DocRead still see user accounts that have been disabled in AD?DocRead depends on SharePoint to get the membership of groups and audiences. Based on our tests and under some circumstances SharePoint will still return user accounts that have been disabled in AD. Because of this we recommend that the safest way for DocRead to […]
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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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Why are my line manager reports blank?Line manager reports: Line manager reports within DocRead are available to any manager with direct reports. They only show a managers direct reports i.e. one level down in the organization hierarchy. They provide a simple and convenient way for each manager to ensure their team or department stay on […]
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There is scope in DocRead to display messages to end users in your local language. Whilst DocRead menus within SharePoint Settings and Administration notes, hints and descriptions will always appear in English, DocRead provides the functionality to provide key instructions and messages in local languages in the DocRead task panel and emails sent via the […]
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