Follow these steps:

Note: You need to be a DocRead publisher to assign user groups or audiences to a document. Permissions are granted at Site level in the DocRead’ site settings’ menu.

1. Firstly, navigate to a DocRead enabled SharePoint library and upload your document. Remember to complete all the usual check-in and publishing routines as normal. DocRead does not bypass standard SharePoint security.

If you upload your document for the first time, you will see the screen below. Otherwise, click ‘edit properties’ against an existing document in a SharePoint library to view this screen.

2. Next, select the required and recommended audiences you wish to view the document. This field will determine the individuals to target the SharePoint content to.

Required or Recommended Audiences?

Required Audiences should be used for ‘must read’ documents where compliance is essential. Required tasks will become overdue if not completed by the due date. DocRead will send email reminders to users when tasks are assigned and when they become overdue.

Recommended Audiences can be used where the information is sent only for information purposes and does not need strict completion deadlines or overdue reminders.

Tasks sent to both types of audiences can be tracked and monitored by the reporting suite. The only real difference is the creation of overdue status and reminder emails for required tasks.

Note: The Acknowledgement period shown reflects the default settings input by the SharePoint Site Administrator during the Initial Set-Up process. These may be amended as each specific document is uploaded to a more appropriate value for that document.

3. Use the ‘Browse’ icon DocRead to display the list of available user groups or audiences for this Site Collection.

4. Click on the required groups or audiences (you may choose as many as you wish) and click ‘Add’, then ‘OK’.

5. Next, enter the number of days each person in the audience should be given to complete the task. 

6. Finally, once the document window is complete, click ‘Save’.

I hope you found this useful, to find out more about DocRead, please visit our Documentation Center

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