Follow these steps:<\/span><\/h4>\nNote: <\/strong>The information in this post relates to DocRead for on-premises SharePoint only<\/strong>.<\/strong> <\/p>\nNote:<\/span><\/strong> Only a DocRead publisher can assign user groups or audiences to a document. Permissions are granted at Site level in the DocRead\u2019 site settings\u2019 menu.<\/span><\/p>\n1. 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. <\/span>DocRead does not bypass standard SharePoint security<\/span><\/strong>.<\/span><\/p>\nIf you upload your document for the first time, you will see the screen below. Otherwise, click \u2018edit properties\u2019 against an existing document in a SharePoint library to view this screen.<\/span><\/p>\n![\"document](\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2016\/07\/Document-edit-properties-screen-modern-view.jpg?_t=1639491535\" "\\"Document")
<\/span><\/p>\n2. Next, select the required and recommended audiences you wish to view the document. This field will determine which individuals to target the SharePoint content to.<\/span><\/p>\n__CONFIG_colors_palette__{“active_palette”:0,”config”:{“colors”:{“16871”:{“name”:”Accent Darker”,”parent”:”43816″,”lock”:{“saturation”:0}},”43816″:{“name”:”Main Accent”,”parent”:-1},”4592d”:{“name”:”Accent Lighter”,”parent”:”43816″,”lock”:{“lightness”:1,”saturation”:1}}},”gradients”:[]},”palettes”:[{“name”:”Default”,”value”:{“colors”:{“16871”:{“val”:”rgb(3, 3, 3)”,”hsl_parent_dependency”:{“h”:80,”l”:0.01,”s”:-0.05}},”43816″:{“val”:”rgb(171, 212, 107)”,”hsl”:{“h”:83,”s”:0.5497,”l”:0.6255,”a”:1}},”4592d”:{“val”:”rgb(244, 250, 235)”,”hsl_parent_dependency”:{“h”:84,”l”:0.95,”s”:0.58}}},”gradients”:[]},”original”:{“colors”:{“16871”:{“val”:”rgb(29, 23, 12)”,”hsl_parent_dependency”:{“h”:38,”s”:0.41,”l”:0.08,”a”:1}},”43816″:{“val”:”rgb(255, 204, 102)”,”hsl”:{“h”:40,”s”:1,”l”:0.7,”a”:1}},”4592d”:{“val”:”rgb(250, 246, 236)”,”hsl_parent_dependency”:{“h”:42,”s”:0.58,”l”:0.95,”a”:1}}},”gradients”:[]}}]}__CONFIG_colors_palette__ <\/p>\n
Are your policies <\/span>read on time and by the right people?<\/strong><\/span><\/h3>\nDocRead can help<\/p>\n
View demo<\/span><\/span> <\/a> <\/p>\nRequired or Recommended Audiences?<\/span><\/h3>\nUse <\/span>Required Audiences <\/span><\/strong>for \u2018must read\u2019 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.<\/span><\/p>\nRecommended Audiences<\/span><\/strong> can be used where the information is sent only for information purposes and does not need strict completion deadlines or overdue reminders.<\/span><\/p>\nTasks 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.<\/span><\/p>\nNote:<\/span><\/strong> 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.<\/span><\/p>\n3. Use the \u2018Browse\u2019 icon DocRead to display the list of available user groups or audiences for this Site Collection.<\/span><\/p>\n4. Click on the required groups or audiences (you may choose as many as you wish) and click \u2018Add\u2019, then \u2018OK\u2019.<\/span><\/p>\n![\"use](\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2021\/12\/select-required-groups.jpg?_t=1639491906\" "\\"select")
<\/span><\/p>\n5. Next, enter the number of days you will give each person in the audience to complete the task. <\/p>\n
6. Finally, once the document window is complete, click \u2018Save\u2019.<\/p>\n
![\"audiences](\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2021\/12\/audiences-selected.jpg?_t=1639492107\" "\\"audiences")
<\/a><\/span><\/p>\nI hope you found this useful and can see how DocRead can help target SharePoint content to users. Please visit our Documentation Center<\/a> to find out more about DocRead,<\/p>\nYou may also like:<\/h4>\n
December 14, 2021 <\/span><\/p>\n10 reasons to use SharePoint for policy management<\/a><\/span><\/h2>\n10 reasons to use SharePoint for policy managementPolicy management and compliance is something every …<\/a><\/p>\nRead More<\/span><\/span><\/a><\/p>\nAugust 6, 2021 <\/span><\/p>\n10 Steps for Implementing Successful SOPs with SharePoint<\/a><\/span><\/h2>\n10 Steps for Implementing Successful SOPs with SharePointStandard Operation procedures (SOPs) are key in …<\/a><\/p>\nRead More<\/span><\/span><\/a><\/p>\nDecember 18, 2020 <\/span><\/p>\nAutomated content targeting in SharePoint with DocRead Reading tasks<\/a><\/span><\/h2>\nAutomated content targeting in SharePoint with DocRead Reading TasksWhat is a Reading Task?A DocRead …<\/a><\/p>\nRead More<\/span><\/span><\/a><\/p>\nSeptember 8, 2015 <\/span><\/p>\nAssigning tasks to SharePoint Global Audiences with DocRead<\/a><\/span><\/h2>\nAssigning tasks to SharePoint Global Audiences with DocReadNote:The information in this post relates to …<\/a><\/p>\n
Note:<\/span><\/strong> Only a DocRead publisher can assign user groups or audiences to a document. Permissions are granted at Site level in the DocRead\u2019 site settings\u2019 menu.<\/span><\/p>\n 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. <\/span>DocRead does not bypass standard SharePoint security<\/span><\/strong>.<\/span><\/p>\n If you upload your document for the first time, you will see the screen below. Otherwise, click \u2018edit properties\u2019 against an existing document in a SharePoint library to view this screen.<\/span><\/p>\n 2. Next, select the required and recommended audiences you wish to view the document. This field will determine which individuals to target the SharePoint content to.<\/span><\/p>\n __CONFIG_colors_palette__{“active_palette”:0,”config”:{“colors”:{“16871”:{“name”:”Accent Darker”,”parent”:”43816″,”lock”:{“saturation”:0}},”43816″:{“name”:”Main Accent”,”parent”:-1},”4592d”:{“name”:”Accent Lighter”,”parent”:”43816″,”lock”:{“lightness”:1,”saturation”:1}}},”gradients”:[]},”palettes”:[{“name”:”Default”,”value”:{“colors”:{“16871”:{“val”:”rgb(3, 3, 3)”,”hsl_parent_dependency”:{“h”:80,”l”:0.01,”s”:-0.05}},”43816″:{“val”:”rgb(171, 212, 107)”,”hsl”:{“h”:83,”s”:0.5497,”l”:0.6255,”a”:1}},”4592d”:{“val”:”rgb(244, 250, 235)”,”hsl_parent_dependency”:{“h”:84,”l”:0.95,”s”:0.58}}},”gradients”:[]},”original”:{“colors”:{“16871”:{“val”:”rgb(29, 23, 12)”,”hsl_parent_dependency”:{“h”:38,”s”:0.41,”l”:0.08,”a”:1}},”43816″:{“val”:”rgb(255, 204, 102)”,”hsl”:{“h”:40,”s”:1,”l”:0.7,”a”:1}},”4592d”:{“val”:”rgb(250, 246, 236)”,”hsl_parent_dependency”:{“h”:42,”s”:0.58,”l”:0.95,”a”:1}}},”gradients”:[]}}]}__CONFIG_colors_palette__ <\/p>\n DocRead can help<\/p>\n View demo<\/span><\/span> <\/a> <\/p>\n Use <\/span>Required Audiences <\/span><\/strong>for \u2018must read\u2019 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.<\/span><\/p>\n Recommended Audiences<\/span><\/strong> can be used where the information is sent only for information purposes and does not need strict completion deadlines or overdue reminders.<\/span><\/p>\n 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.<\/span><\/p>\n Note:<\/span><\/strong> 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.<\/span><\/p>\n 3. Use the \u2018Browse\u2019 icon DocRead to display the list of available user groups or audiences for this Site Collection.<\/span><\/p>\n 4. Click on the required groups or audiences (you may choose as many as you wish) and click \u2018Add\u2019, then \u2018OK\u2019.<\/span><\/p>\n 5. Next, enter the number of days you will give each person in the audience to complete the task. <\/p>\n 6. Finally, once the document window is complete, click \u2018Save\u2019.<\/p>\n I hope you found this useful and can see how DocRead can help target SharePoint content to users. Please visit our Documentation Center<\/a> to find out more about DocRead,<\/p>\n December 14, 2021 <\/span><\/p>\n 10 reasons to use SharePoint for policy managementPolicy management and compliance is something every …<\/a><\/p>\n Read More<\/span><\/span><\/a><\/p>\n August 6, 2021 <\/span><\/p>\n 10 Steps for Implementing Successful SOPs with SharePointStandard Operation procedures (SOPs) are key in …<\/a><\/p>\n Read More<\/span><\/span><\/a><\/p>\n December 18, 2020 <\/span><\/p>\n Automated content targeting in SharePoint with DocRead Reading TasksWhat is a Reading Task?A DocRead …<\/a><\/p>\n Read More<\/span><\/span><\/a><\/p>\n September 8, 2015 <\/span><\/p>\n Assigning tasks to SharePoint Global Audiences with DocReadNote:The information in this post relates to …<\/a><\/p>\n<\/span><\/p>\nAre your policies <\/span>read on time and by the right people?<\/strong><\/span><\/h3>\n
Required or Recommended Audiences?<\/span><\/h3>\n
<\/span><\/p>\n<\/a><\/span><\/p>\nYou may also like:<\/h4>\n
10 reasons to use SharePoint for policy management<\/a><\/span><\/h2>\n
10 Steps for Implementing Successful SOPs with SharePoint<\/a><\/span><\/h2>\n
Automated content targeting in SharePoint with DocRead Reading tasks<\/a><\/span><\/h2>\n
Assigning tasks to SharePoint Global Audiences with DocRead<\/a><\/span><\/h2>\n