{"id":338,"date":"2024-07-02T13:53:11","date_gmt":"2024-07-02T13:53:11","guid":{"rendered":"http:\/\/collaboriscom.wpengine.com\/?p=338"},"modified":"2024-07-03T10:33:06","modified_gmt":"2024-07-03T10:33:06","slug":"how-to-distribute-a-training-video-with-docread-for-sharepoint","status":"publish","type":"post","link":"https:\/\/www.collaboris.com\/how-to-distribute-a-training-video-with-docread-for-sharepoint\/","title":{"rendered":"How to Distribute a Training Video with DocRead for SharePoint"},"content":{"rendered":"<h1>How to Distribute a Training Video with DocRead<\/h1>\n<h3>OK, so here&#8217;s the thing &#8211; you&#8217;ve created a fabulous training video and you now need to ensure that all relevant staff watch it and follow your guidance.<\/h3>\n<h2>In Office 365\/ SharePoint online<\/h2>\n<p>First, create a new video library to contain your videos. You can upload your videos directly into this library. Alternatively, you can create a &#8220;link&#8221; to them if they are saved in a third party place (e.g. YouTube).<\/p>\n<p>1) To create a new video library in SharePoint, go to the Settings Cog, then select &#8220;Site contents&#8221;.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" style=\"aspect-ratio: auto 776 \/ 497;\" title=\"SharePoint Site contents\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2024\/07\/SharePoint-Site-contents.png\" alt=\"image showing the select site contents option\" width=\"537\" height=\"344\" data-id=\"1378303\" data-init-width=\"776\" data-init-height=\"497\" data-link-wrap=\"true\" data-width=\"537\" data-height=\"344\" \/><\/p>\n<p>2) From the site contents page, select &#8220;+ New&#8221; then &#8220;Document library&#8221;.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" style=\"aspect-ratio: auto 693 \/ 528;\" title=\"new document library\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2024\/07\/new-document-library.png\" alt=\"\" width=\"473\" height=\"360\" data-id=\"1378307\" data-init-width=\"693\" data-init-height=\"528\" data-link-wrap=\"true\" data-width=\"473\" data-height=\"360\" \/><\/p>\n<p>3) Select &#8220;Media library&#8221; from the &#8220;From Microsoft&#8221; option, and then &#8220;Use template&#8221;.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" style=\"aspect-ratio: auto 1206 \/ 846;\" title=\"select media library\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2024\/07\/select-media-library.png\" alt=\"image showing the media library option\" width=\"631\" height=\"443\" data-id=\"1378310\" data-init-width=\"1206\" data-init-height=\"846\" data-link-wrap=\"true\" data-width=\"631\" data-height=\"443\" \/><\/p>\n<p>4) Give your new library a unique name and add a description if needed. Selecting the &#8220;show in site navigation&#8221; option will include a link in the left hand menu for users to easily find it.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" style=\"aspect-ratio: auto 1084 \/ 653;\" title=\"give your library a unique name\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2024\/07\/give-your-library-a-unique-name.png\" alt=\"image showing how to rename a new library\" width=\"634\" height=\"382\" data-id=\"1378312\" data-init-width=\"1084\" data-init-height=\"653\" data-link-wrap=\"true\" data-width=\"634\" data-height=\"382\" \/><\/p>\n<p>5) Upload your videos to the new library. To create links to them if they are stored in YouTube, follow these instructions: <a style=\"outline: none;\" href=\"https:\/\/www.collaboris.com\/target-external-content-office-365\/\">Creating a link to a document in Office 365<\/a>).<\/p>\n<h2>Enable DocRead on the new Video library<\/h2>\n<p>Now you have a video library containing videos you want groups of employees to watch, you need to enable the DocRead functionality on the library.<\/p>\n<p>Note: You need to be a DocRead System Administrator to complete this step.<\/p>\n<p>1) Click on DocRead from the top menu.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" style=\"aspect-ratio: auto 1763 \/ 543;\" title=\"click on DocRead in the top menu\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2024\/07\/click-on-DocRead-in-the-top-menu.png\" alt=\"image showing the DocRead menu\" width=\"799\" height=\"246\" data-id=\"1378314\" data-init-width=\"1763\" data-init-height=\"543\" data-link-wrap=\"true\" data-width=\"799\" data-height=\"246\" \/><\/p>\n<p>2) Select &#8220;Enable DocRead&#8221;.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" style=\"aspect-ratio: auto 1739 \/ 667;\" title=\"enable DocRead\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2024\/07\/enable-DocRead.png\" alt=\"image showing the enable DocRead button\" width=\"1080\" height=\"414\" data-id=\"1378316\" data-init-width=\"1739\" data-init-height=\"667\" data-link-wrap=\"true\" data-width=\"1080\" data-height=\"414\" \/><\/p>\n<p>3) Add DocRead library owners.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" style=\"aspect-ratio: auto 1747 \/ 606;\" title=\"select library owners\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2024\/07\/select-library-owners.png\" alt=\"Image showing how to add library owners\" width=\"1080\" height=\"375\" data-id=\"1378318\" data-init-width=\"1747\" data-init-height=\"606\" data-link-wrap=\"true\" data-width=\"1080\" data-height=\"375\" \/><\/p>\n<h2>Target the videos to users<\/h2>\n<p>A DocRead Publisher can then use DocRead to create assignments for all relevant employees by visiting the DocRead Settings screen for the video and adding the name of the user group\/(s) or audience\/(s) that need to view it:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" style=\"aspect-ratio: auto 740 \/ 230;\" title=\"required audience warehouse group and lee\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2024\/07\/required-audience-warehouse-group-and-lee.png\" alt=\"image showing the users who need to watch the video\" width=\"566\" height=\"176\" data-id=\"1378353\" data-init-width=\"740\" data-init-height=\"230\" data-link-wrap=\"true\" data-width=\"566\" data-height=\"176\" \/><\/p>\n<p>Once the tasks have been created by DocRead, email notifications will be sent to users. The assignment will also appear in their assignment list (a DocRead web part placed on the organizations internet\/intranet).<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" style=\"aspect-ratio: auto 704 \/ 527;\" title=\"my assignment list\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2024\/07\/my-assignment-list.png\" alt=\"image showing a users assignment list\" width=\"486\" height=\"364\" data-id=\"1378322\" data-init-width=\"704\" data-init-height=\"527\" data-link-wrap=\"true\" data-width=\"486\" data-height=\"364\" \/><\/p>\n<p>The user then simply clicks on the reading task (or follows the link in the email) to view the video. Then they must self certify that they have watched, understood and intend to follow the advice given.<\/p>\n<p>DocRead administrators are able to view reports that detail who has and has not completed the reading task. Also, email reminders are sent to users who have not yet completed the task.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" style=\"aspect-ratio: auto 1153 \/ 720;\" title=\"document dashboard lift video\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2024\/07\/document-dashboard-lift-video.png\" alt=\"image showing the video document dashboard\" width=\"859\" height=\"536\" data-id=\"1378323\" data-init-width=\"1153\" data-init-height=\"720\" data-link-wrap=\"true\" data-width=\"859\" data-height=\"536\" \/><\/p>\n<p>DocRead can also be used to assign essential compliance documents, HR information, company policies and procedures and other important information to users. DocRead can help you manage the process of ensuring that all relevant people confirm that they understand and agree to abide with your requirements.<\/p>\n<h2 style=\"color: var(--tcb-color-8) !important; --tcb-applied-color: var$(--tcb-color-8) !important;\">See how DocRead can help<\/h2>\n<p>Find out how DocRead can meet your training and internal communication needs by booking a personalized demonstration with one of our experts. During the call they will be able to discuss your specific requirements and show how DocRead can help.<\/p>\n<p>DocRead has enabled us to see a massive efficiency improvement&#8230; we are now saving 2 to 3 weeks per policy on administration alone.<\/p>\n<h4>Nick Ferguson<\/h4>\n<p>Peregrine Pharmaceuticals<\/p>\n<p><span style=\"font-style: normal;\">Feedback for the on-premises version of DocRead.<\/span><\/p>\n<h2>You may also like:<\/h2>\n<p style=\"font-size: var(--tve-font-size, 13px);\"><span data-shortcode=\"tcb_post_published_date\" data-shortcode-name=\"Post date\" data-extra_key=\"\" data-attr-type=\"published\" data-attr-date-format-select=\"F j, Y\" data-attr-date-format=\"F j, Y\" data-attr-show-time=\"0\" data-attr-time-format-select=\"g:i a\" data-attr-time-format=\"\" data-attr-link=\"0\" data-attr-target=\"1\" data-attr-rel=\"0\" data-option-inline=\"1\">July 2, 2024 <\/span><\/p>\n<p>&nbsp;<\/p>\n<p style=\"font-size: var(--tve-font-size, 13px);\"><span 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href=\"https:\/\/www.collaboris.com\/internal-communications-strategy\/\">Read More<\/a><\/p>\n<p style=\"font-size: var(--tve-font-size, 13px);\"><span data-shortcode=\"tcb_post_published_date\" data-shortcode-name=\"Post date\" data-extra_key=\"\" data-attr-type=\"published\" data-attr-date-format-select=\"F j, Y\" data-attr-date-format=\"F j, Y\" data-attr-show-time=\"0\" data-attr-time-format-select=\"g:i a\" data-attr-time-format=\"\" data-attr-link=\"0\" data-attr-target=\"1\" data-attr-rel=\"0\" data-option-inline=\"1\">June 10, 2024 <\/span><\/p>\n<p>&nbsp;<\/p>\n<p style=\"font-size: var(--tve-font-size, 13px);\"><span data-shortcode=\"tcb_post_comments_number\" data-shortcode-name=\"Number of comments\" data-extra_key=\"\" data-option-inline=\"1\">0<\/span> \u00a0comments<\/p>\n<p>&nbsp;<\/p>\n<h2><span data-shortcode=\"tcb_post_title\" data-shortcode-name=\"Post title\" data-extra_key=\"\" data-attr-link=\"1\" data-attr-target=\"0\" data-attr-rel=\"0\" 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2<\/a><\/span><\/h2>\n<p>Build a policy lifecycle solution with SharePoint and Microsoft 365 &#8211; Part 2Welcome to <a href=\"https:\/\/www.collaboris.com\/policy-lifecycle-sharepoint-2\/#more-1377796\">&#8230;<\/a><\/p>\n<p><a href=\"https:\/\/www.collaboris.com\/policy-lifecycle-sharepoint-2\/\">Read More<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>How to Distribute a Training Video with DocRead OK, so here&#8217;s the thing &#8211; you&#8217;ve created a fabulous training video and you now need to ensure that all relevant staff watch it and follow your guidance. In Office 365\/ SharePoint online First, create a new video library to contain your videos. You can upload your [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":1378323,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_lmt_disableupdate":"no","_lmt_disable":"","footnotes":""},"categories":[1,28],"tags":[],"class_list":["post-338","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-docread","category-sharepoint"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.9 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Distribute a training video with DocRead - Collaboris<\/title>\n<meta name=\"description\" content=\"OK, so here\u2019s the thing \u2013 you\u2019ve created a fabulous training video informing staff how to avoid injuring themselves when lifting heavy objects and you now need to ensure that all relevant staff watch it and follow your guidance\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.collaboris.com\/how-to-distribute-a-training-video-with-docread-for-sharepoint\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Distribute a Training Video with DocRead for SharePoint\" \/>\n<meta property=\"og:description\" content=\"OK, so here\u2019s the thing \u2013 you\u2019ve created a fabulous training video informing staff how to avoid injuring themselves when lifting heavy objects and you now need to ensure that all relevant staff watch it and follow your guidance\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.collaboris.com\/how-to-distribute-a-training-video-with-docread-for-sharepoint\/\" \/>\n<meta property=\"og:site_name\" content=\"Collaboris\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/Collaboris\/\" \/>\n<meta property=\"article:published_time\" content=\"2024-07-02T13:53:11+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-07-03T10:33:06+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2024\/07\/document-dashboard-lift-video.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1153\" \/>\n\t<meta property=\"og:image:height\" content=\"720\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Helen Jones\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@helen.jones@collaboris.co.uk\" \/>\n<meta name=\"twitter:site\" content=\"@Collaboris\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Helen Jones\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script 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