Keeping track of compliance tasks for new hires with Power BI Ensuring all of your compliance tasks are completed on time and by the right people can be complicated. Additional complexity arises when new people join the organization, or move within it. However, as with a lot of things, a little control and planning can minimize […]
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Rich SharePoint content insights with DocRead and Power BIDocRead is an add-on for SharePoint that allows you to target and track content to the right users in your organization.DocRead comes with a report suite that is accessed from the DocRead admin pages inside SharePoint. Whilst powerful out of the box, it’s impossible for the suite […]
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Creating a SharePoint document library dashboardSharePoint provides excellent opportunities to create document repositories. You may already have several document libraries containing all of your important company information. Policies, procedures, SOP’s, and lots of other types of documents can be stored safely and securely in SharePoint. This in itself leads to more problems! How do your users […]
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How to display a comment to users as they complete a reading assignment DocRead can be used to create specific tasks for users requesting that they read and acknowledge key documents. The tasks can relate to policies, procedures or other important information. DocRead is particularly useful where compliance with these documents is essential for legal […]
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How to customize the DocRead EmailsNote: The information in this post relates to DocRead for on-premises SharePoint only. Note: 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 […]
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Note: The information in this post relates to DocRead for on-premises SharePoint only. 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 […]
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Note: The information in this post relates to DocRead for on-premises SharePoint only. If you are trying to create a DocSurvey request (i.e. assign a DocSurvey to a group of users without asking them to read a specific document or complete a task first) and the option to select Required or Recommended audiences does not appear then […]
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Note: The information in this post relates to DocRead for on-premises SharePoint only. DocSurvey can be used to create quizzes and questionnaires with the DocSurvey question type allowing multiple answers to be provided, from which the user must choose the single correct answer. Using this question type means that DocSurvey can then mark the answers provided […]
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New Survey Request Feature in DocRead v3.0 Note: The information in this post relates to DocRead for on-premises SharePoint only. Version 3.0 of DocRead introduces a new feature which, when combined with DocSurvey allows you to request that groups of users complete a survey / quiz or questionnaire without an associated document. In earlier versions of […]
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Note: The information in this post relates to DocRead for on-premises SharePoint only. If you have installed DocSurvey as part of an evaluation trial and no longer want to use the functionality, please follow these instructions to remove the feature. On each site where you have previously activated the DocSurvey features go to ‘Site Settings’ […]
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