DocRead for SharePoint

DocRead is policy management software for SharePoint that helps target policies and procedures to groups of users in your organization. Any policy or procedure that can be saved into a SharePoint document library (office documents, videos, images, pdf's, etc) can be assigned to a specific group of users. Once assigned - DocRead tracks who has and has not acknowledged those documents via a suite of reports and charts. 

DocRead integrates seamlessly into Microsoft SharePoint, meaning that the policy and procedures life-cycle can now be entirely managed and controlled from SharePoint. This removes the need to store and maintain policies in multiple systems and also allows you take advantage of the powerful document management features that SharePoint offers. You may also wish to read more on why policy management in SharePoint is the most sensible choice.

Feature Highlights

Read and acknowledge policies

Request that your employees read and digitally acknowledge policies and procedures stored in Microsoft SharePoint by a deadline you set.

Target the right policies to the right people

Target policies and procedures to tens of thousand's of users at once, by simply choosing a SharePoint group or rules-based audience.

Track and Report in Real-Time

Reporting image
Make the process of chasing non-compliant users hassle free, by slicing and dicing up to the second exportable reports.

Notify staff as policies are published

Notify as policies are published
DocRead web parts and e-mails make it very easy to notify and alert users that they are required to read and confirm a policy stored in SharePoint.

Audit the 'who', 'what' and 'when'

Receipts certify who read a policy and when - acting as a great auditing solution. Receipts can be accessed by the reader and administrators.

Quickly see what's happening

DocRead Charting web parts provide a visually stunning break-down of reading progress and can be placed in convenient sites such as a MySite.

Tour DocRead Features >>    

"Smart Move" - makes it easy to target policies and procedures

"Smart Move" refers to the technology that detects when a user joins or leaves a group or audience. DocRead is able to utilise Smart Move to ensure that your users only ever receive the correct policies and procedures. This makes it ideal for on-boarding, secondments, new project work, external contractors and many other uses. When we ask for feedback, Smart Move is often voted as DocRead's most powerful feature. Read how Smart Move can save you hours of manual administration.

Watch our 'Policy Management with DocRead' webinar

The following webinar illustrates how DocRead can easily be integrated into a branded SharePoint site and used as a fantastic solution to help manage polices and procedures without leaving SharePoint. It also demonstrates how an administrator can track progress via DocRead Reporting. In addition to this discover how end-users can read and agree to policies.

(click on the video to play)