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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DocRead includes a comprehensive, easy to use reporting suite to help you interrogate and understand the status of all reading tasks, descriptions of which can be found in the DocRead Administrators Guide in the Documentation Centre here. If you wish to perform additional queries on the DocRead database we have a SQL database view that […]
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Note: The information in this post relates to DocRead for on-premises SharePoint only. If you are considering migrating your SharePoint 2013 Farm to SharePoint 2016 then please read through this article for steps on how to achieve this. Before proceeding, it’s important that you read ‘migrating between editions‘ to understand how this effects your DocRead and DocSurvey licensing. […]
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Why are the audience fields grayed out or disabled? Note: The information in this post relates to DocRead for on-premises SharePoint only. If you have activated DocRead against a SharePoint document library and you are unable to assign audiences to a document because they are disabled then this article explains how to resolve the issue. Only […]
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Note: The information in this post relates to DocRead for on-premises SharePoint only. This post describes how to move a site collection, containing DocRead, between two SharePoint Farms. The instructions on this document should first be tested on a test environment that mimics the live environment. Please note that you cannot move individual libraries or sites […]
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