Target external content with Office 365 and DocRead

Target external content with Office365 and DocReadMicrosoft 365 / SharePoint Online is an amazing place to store documents and important information. Documents and links are searchable, sharable and secure. SharePoint security ensures any sensitive information does not get into the wrong hands. From time to time you may need to give the effect of storing documents […]

How to use a ‘Link to a document’ in place of a real document in SharePoint.

How to use a ‘Link to a document’ in place of a real document in SharePoint.Note: The information in this post relates to on-premises SharePoint only.  If you want to see the equivalent information for SharePoint Online / Office365 / Microsoft 365, please go here.SharePoint is an amazing place to store documents and important information. SharePoint […]

How to Add Users to a SharePoint Group

How to Add Users to a SharePoint Group DocRead for SharePoint is the only policy management software that integrates straight into SharePoint and allows compliance professionals to distribute and track their policies and procedures. When speaking with customers, I often need to supply them with quick “how to” guides that help remind them how to do some of […]

What are Policies and why they are important!

What are Policies and why they are importantPolicies, procedures, compliance and adherence are terms that are widely used throughout organizations worldwide. However, you could be forgiven for thinking they are the perfect oxymoron! How can a set of rules intended to maintain standards, be so widely and differently interpreted and implemented?Although different organizations create policies […]

Standard Operating Procedures Guide

Standard Operating Procedures – A complete guideStandard Operating Procedures (SOP) are key to many businesses these days. Not only do they document the successful process to maintain a quality product, output or procedure. In many circumstances they are the key to ensuring regulatory compliance. This SOP guide provides an overview of the creation process.The creation […]

Standard Operating Procedures Guide – Distribute & Train

Standard Operating Procedures Guide – Distribute & TrainWelcome back to the 6th in our series of blogs describing the Key elements in the SOP lifecycle. So far we have introduced the ‘SOP pie’ and worked through all the way to having our SOP ready and tested in order to start the roll out. This blog […]

DocRead 365 release notes – V1.0.16

DocRead SharePoint App – Release 1.0.16 In this post, I’ll cover the latest enhancements introduced in the DocRead SharePoint app version 1.0.16Search by user group name instead of audience name We have listened to customer feedback and upgraded the search feature in the SharePoint app. Now, you can look for assignments and receipts by user […]

Creating Report Backgrounds for Power BI

Creating Report Backgrounds for Power BIPower BI allows you to create amazing visualizations from your data. You can easily get carried away and create hundreds of different combinations.  Once you have worked out the best way to summarize and display your data, chances are your Power BI report screen will look something like this:My report above […]

Downloadable background templates for your Power BI reports

Downloadable background templates for Power BI reportsPower BI allows you to create amazing visualizations from your data. Once you have worked out the best way to summarize and display your data, adding a background image can make your dashboard really stand out. At the bottom of this post, you will find some free background templates […]

Common problems organizations have with SOP’s

Common problems organizations have with SOP’s (and their solutions)Standard Operating Procedures (SOPs) are essential for any organization that wants to achieve consistency and efficiency in its operations. SOPs are documents that outline the steps required to complete a task or process. They also serve as a reference for employees to ensure that they follow the […]