DocRead 2013 & 2016 - User Guides

There are four distinct roles needed to use DocRead and for your convenience we have split our User Guides to match each role. The guides contain easy to follow, step-by-step instructions that take you through every feature of DocRead. Each guide is in the format of a downloadable PDF so you can easily download and print if required.

SYSTEM ADMINISTRATORS GUIDE

This guide is intended to be used by a SharePoint Farm Administrator. It shows you how to:

  • Install/Uninstall DocRead to a SharePoint Server Farm
  • Upgrade DocReadManage DocRead licence keys
  • Install and Configure DocRead on a SharePoint site
  • View and manage event logs
  • View and manage users and user licences
DOCREAD ADMINISTRATORS GUIDE

This guide is intended to be used by a user who has been granted DocRead Administrator permissions. It shows you how to:

  • Add DocRead Web Parts to web pages
  • View and Search DocRead tasks
  • View and Search DocRead tasks
  • Delete Tasks
  • Synchronise site documents
  • Manually process DocRead tasks
  • View and download Reports
DOCREAD PUBLISHERS GUIDE

This guide is intended to be used by a SharePoint Farm Administrator. It shows you how to:

  • Add Documents to a DocRead Enabled Document Library
  • Delete DocRead Tasks
  • Reset DocRead Tasks
  • Delete Documents
  • Learn how to use approval workflow with DocRead
  • Understand major and minor versions
DOCREAD END USER GUIDE

This guide is aimed at end users and explains how they can use DocRead to complete reading tasks.

  • Interpret Document Status Icons
  • Use Email Notifications
  • Use a DocRead webpart
  • Review Documents
  • Complete a Reading Assignment
  • View and store Reading Receipts

TRY DOCREAD & DOCSURVEY ON YOUR OWN SHAREPOINT FARM

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