Assigning a Quiz to an Assignment

Follow these steps to link a quiz to a document and verify it from the user perspective:


1. Get the Quiz ID

  • Open DocRead Cockpit Application.
  • Go to the Account section.
  • Locate the Survey Name (quiz you want to assign).
  • Click Copy ID to copy the Quiz/Survey ID.

Get the Quiz ID


2. Access the Document in SharePoint

  • Go to SharePoint.
  • Navigate to the Document Library where your document is stored.
  • Find the document you want to assign the quiz to.
  • Click the ellipsis (…) next to the document.
  • Select DocRead Settings.

Access the Document in SharePoint


  • A flyout panel for DocRead Document Settings will appear.
  • Select DocSurvey.
  • Click Edit.
  • Paste the Survey ID you copied earlier.
  • Click Verify to ensure the quiz is properly linked.

Link the Quiz Verify quiz link


4. Validate in User Dashboard

  • Click the widget icon (lower-right corner) to open the User Dashboard.
  • Select Required to filter assigned documents.
  • Look for the document title you configured.

Open User Dashboard Required documents view


5. User Experience Check

  • Click the document title.
  • Click View Document to open it.
  • Once opened, the agreement checkbox will become clickable.
  • Check the agreement box.
  • Click Take Quiz to start the assigned quiz.

Open assigned document Take Quiz

If you pass the quiz, this will appear on your screen:

Pass confirmation Pass result details Completed result details

If you fail, there is an option to go back and retake the quiz.

Retake option Retry workflow