Troubleshooting Reading Tasks in DocReadNote: The information in this post relates to DocRead for on-premises SharePoint only. If you are wondering why you have no ‘Reading Tasks’ when you have assigned a ‘Required’ or ‘Recommended’ document to a group or audience of users this post will help you resolve and troubleshoot the most common reasons.Reading Tasks […]
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How to get user feedback on a document stored in SharePoint If you have ever written a document, saved it to SharePoint and then needed certain people on your team to review it and provide comprehensive feedback, then please read on. This post will illustrate just how easy it is to do this using nothing […]
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How to import your DocRead data into Power BI The DocRead reporting suite provides several different reports to help you manage your compliance tasks. The out of the box reporting options allow administrators and line managers to track progress with real time reports. For more in-depth reporting needs linking your DocRead databases to Power BI […]
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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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