Audience Targeted Reading

Audience Targeting a document to a group of users couldn't be easier. DocRead integrates seamlessly into familiar, standard SharePoint screens meaning that within just a few minutes a document can be uploaded, configured, approved and targeted to users.

Any type of content that can be stored in a SharePoint document library including publishing pages (.aspx), office documents, pdfs, videos, images or audio clips can be assigned with DocRead.

DocRead works hand-in-hand with standard approvals workflow as well as SharePoint versioning. As a result, DocRead will not assign documents until the document becomes published and approved.

Each individual contained within the targeted audience will receive a DocRead task to complete. DocRead keeps track of who has (or has not) completed them, ensuring you stay on top of your compliance needs.

REQUIRED OR RECOMMENDED AUDIENCES?

'Required Audiences' should be used for 'must read' mandatory documents. These documents will fall overdue if not completed in time and e-mail reminders will be sent. Along with the group name you must also specify the number of days each individual is given to complete their reading task.

'Recommended Audiences' are ideal for those documents that you consider to be non-mandatory or for 'information only'. This can be anything from an Excel spreadsheet presenting your company's yearly results, to a PDF containing details for your next team party. Unlike required tasks, recommended tasks do not become overdue nor are e-mail reminders sent.

Whichever audience type you choose, DocRead will send an individual task to all members of the audience requesting that they complete it by the deadline set.

DOCREAD SMART MOVE

DocRead's Smart Move technology ensures that when users move between groups or audiences they are always assigned the correct reading tasks. This makes DocRead ideal for common business processes such as on-boarding, secondments, project work, 3rd party contractors, leavers etc.

Many important documents (especially policies) need to be read and confirmed by groups of members on a regular basis. This is easily achieved using the 'Reset Tasks' option which resets everyone in the specified group (or audience). A new reading task is sent to them regardless of whether they completed the original task or not. Comprehensive records of all changes are kept to ensure a complete audit trail is available.