DocRead & DocSurvey On-Premises Video Center

Feel free to share these videos with your technicians and staff. As new features are added you will find webcasts here. For technical support, please e-mail support@collaboris.com

Note: DocRead videos for Office365 can be found here

Overview

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How DocRead and DocSurvey make compliance simple

Short 11 minute video showing how to use DocRead and DocSurvey to target Policies, Procedures and other important content to your users.


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Latest DocRead and DocSurvey features overview

Overview of the latest features of DocRead and DocSurvey for end-users.

DocRead Essentials

INstallation

Kicking off our "DocRead essentials" series by showing how to install DocRead and our survey engine DocSurvey.

CONfiguration PT1 (central admin)

This video shows you how to configure DocRead and DocSurvey at the site collection level. 

configuration PT2 (sites and libraries)

When you are setup in Central Admin, watch this to enable DocRead and DocSurvey on the sites you wish to use it with.

Assigning documents 

This short video shows how "DocRead publishers" can target documents to a group of users so that it can be tracked and acknowledged. 

Completing Tasks 

This video shows how an end user can easily complete a DocRead task       

ASKING FOR DOCUMENT FEEDBACK

Find out how to use DocSurvey, with DocRead to ask for feedback to a document stored in SharePoint.

Real time reporting

This video shows how to access and interpret the DocRead reporting suite.       

Install the notification scheduler

This video shows how to install and configure the Collaboris Notification Scheduler to issue emails to users when tasks are assigned .

Upgrade Instructions

This video shows how to upgrade DocRead to the latest version of the software.

How do we use DocRead?

Find out how versatile DocRead is !

Watch our webcast from the Collab365.Solutions day where we show how we used DocRead to help on-board speakers for a global conference using email templates.

Make Sure your Staff are engaged

If you are specifically interested in using DocRead for compliance purposes, this session from a Collab365 Summit will really help.