How to Add Users to a SharePoint GroupDocRead for SharePoint is the only policy management software that integrates straight into SharePoint and allows compliance professionals to distribute and track their policies and procedures. When speaking with customers, I often need to supply them with quick “how to” guides that help remind them how to do some of […]
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SharePoint Groups vs AD Groups vs Global AudiencesA recent question came up on the SharePoint Community Group at LinkedIn which asked whether to use SharePoint Groups or SharePoint Audiences to manage users. Here’s my attempt to answer the question. I also want to include a little discussion on SharePoint Audiences as I believe they are […]
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How to update multiple documents in a SharePoint document library with PowerShellWe recently received a query for DocRead to see if it was possible to set the ‘Required Audience’ and ‘Acknowledgement Days’ to about 100 policies on mass (via a script). Hence, being one who is always up for a challenge, I loaded up PowerGUI and […]
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When adding a group or audience to a document why is a new version of a document created?When you add (or update) the Readership Audience for a specific document with a SharePoint Group or Audience you will create a new version of the document when it is saved. We have designed DocRead this way because we found that […]
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How to migrate DocRead from SharePoint 2010 to SharePoint 2013If you are considering migrating your SharePoint Farm to SharePoint 2013 (from SharePoint 2010) 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 licensing. Preparing your SharePoint 2013 […]
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DocRead and the SharePoint User Profile Service explainedA question just came in from one of our customers and it’s not the first time, so thought I would share my edited response. The question went a bit like this : “Do I need to have the SharePoint User Profile Service running to use DocRead?” When DocRead […]
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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.Preparing your SharePoint 2013 Farm:It is important to know that we only support […]
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If you are considering migrating your SharePoint 2016 Farm to SharePoint 2019 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.Preparing your SharePoint 2016 Farm:It is important to know that we […]
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How to create a SharePoint Global Audience for New EmployeesAutomatically identifying a ‘new employees’ group in SharePoint can be achieved really easily using the SharePoint Global Audience function. Global Audiences can be automatically compiled based on a set of rules that you specify. The only restrictions are that this data must be captured and maintained in […]
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Benefits of using SharePoint to manage your policies and proceduresJust a quick post to mention that I have just created a new list on List.ly! The list discusses some of the big advantages SharePoint has over a non-SharePoint 3rd party solution when managing your policies and procedures. Feel free to add more and vote! Benefits […]
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