How do I segregate tasks so that one department can’t see anothers ?A customer recently asked .. “Is there any way to segregate out what is seen there by default…example…I give the HR Director security to “publish” documents, and also IT Director has that same ability….but that means that both will be able to see […]
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How to restore tasks to a site that’s been deactivatedPlease Note : This Knowledgebase Article requires you to have recent backup’s of the DocRead database and the SharePoint content database. If you don’t have these, then this solution is not possible. There are methods to restore tasks from receipts, but this is far more complicated […]
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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 to add a quick link to DocRead ReportsThe normal process for accessing DocRead reports is to use the SharePoint ‘Site Settings’ option. and then select the ‘Reports’ link from the DocRead menu… …which provides access to all DocRead reports you have permission to view. If a user does not have permission to use the initial […]
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Using DocRead in a hybrid scenario DocRead needs to be installed into an on-premises version of SharePoint. It is possible for the same SharePoint Farm to have other sites running in SharePoint Online, but the site where DocRead is installed needs to be fully running on-premises. It is possible to create a “link” to a […]
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How do I disable DocRead Completed Emails The 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 […]
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How to upgrade the Collaboris Notification Scheduler The Collaboris Notification Scheduler is responsible for issuing all of the emails associated with DocRead tasks. Emails can be sent when tasks are assigned, completed or fall overdue. If you need upgrade the Notification Scheduler it’s fairly straight forward, but you must remember to back-up 3 config files […]
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Where is all the data stored in DocRead? Virtually everything is stored in the DocRead database – however, there is also configuration stored in SharePoint allowing us to embed DocRead into it so tightly. The following list details all of the types of information that are stored for DocRead and where they are stored. Globally – […]
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Why don’t we send DocRead e-mails using SharePoint ? All e-mails in DocRead are sent using the DocRead Notification Scheduler service (not using the email functionality that SharePoint offers). This means that the DocRead Notification Scheduler is a Windows Service that can run on a Windows Server that doesn’t require SharePoint. At the time we designed scheduler, we thought […]
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How to disable DocRead Assigned Emails Depending on your situation, you may need to disable assigned emails from being sent out with DocRead. This can be a for a few reasons such as : You are just starting with DocRead and have a large backlog of documents that need reading. To assign them all at […]
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