DocRead by Collaboris
DocRead: policy acknowledgment software for SharePoint and Microsoft 365
DocRead by Collaboris is policy acknowledgment software for SharePoint and Microsoft 365. It assigns each policy to the people who need it, follows up with reminders and escalations, and records who acknowledged which version, and when. Choose DocRead for Microsoft 365 in SharePoint Online or DocRead for SharePoint Server on-premises.
The free trial runs on SharePoint Server 2019 and 2016. Using Microsoft 365? Book a demo and we'll show you DocRead in SharePoint Online. Need pricing? Request a DocRead quote.
Used by
- Colonial Pipeline
- North Wales Police
- Fiji Airways
- Wipro
- Enstar Group
- Age Partnership
Which DocRead edition is right for you?
DocRead comes in two editions, plus an add-on for quizzes and surveys. Each edition assigns policies to groups, sends reminders, escalates overdue readers and keeps time-stamped acknowledgment records. Pick the one that matches where your SharePoint runs.
Cloud
DocRead for Microsoft 365
Runs in SharePoint Online inside your Microsoft 365 tenant. Assign policies to Microsoft Entra ID or SharePoint groups, and readers confirm in one click without leaving Microsoft 365. Licensing counts only the people who receive reading tasks.
Explore DocRead for Microsoft 365 →On-premises
DocRead for SharePoint Server
Installs on your own SharePoint Server 2019 (classic and modern) or 2016 farm. Try it free for 30 days with 50 user licenses. Microsoft ended extended support for SharePoint Server 2016 and 2019 on July 14, 2026, so if you are moving to SharePoint Online, you can move to the Microsoft 365 edition.
Explore DocRead for SharePoint Server →Add-on
DocSurvey quizzes and surveys
Link a quiz, survey or form to a document or video. Set a pass rate so a reading task counts as complete only when the reader passes.
See DocSurvey quizzes for SharePoint →How does DocRead prove a policy was read?
Book a demo-
Assign it to the right people
Pick a document in your library and assign it to SharePoint groups or Microsoft Entra ID groups. When someone joins a tracked group, DocRead gives them the required reading automatically.
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Set a deadline and let DocRead follow up
Each reader gets an email with a direct link and a due date. DocRead sends reminders and escalates overdue tasks to managers or the compliance team.
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Readers open, confirm and, if needed, pass a quiz
Readers must open the document before they can confirm they have read it. Add a DocSurvey quiz with a pass mark and retry limit when you need proof that people understood it.
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Report and export for auditors
Dashboards show completion by person, group and document. Every assignment and acknowledgment is time-stamped against the exact version read, and you can export the records for an audit.
Why isn’t SharePoint on its own enough?
Your policies stay in the SharePoint libraries you already use. DocRead adds the steps between publishing a policy and proving people read it, inside SharePoint, so there is no second system to manage.
Built in
SharePoint document libraries
Store your policies with permissions and version history. They don’t assign a policy to a group with a deadline or chase the people who haven’t read it.
Built in
Microsoft Purview audit log
Can show that a file was accessed. It doesn’t record that a named person read and accepted a specific version.
Do it yourself
Power Automate, Forms and Lists
Some teams build their own sign-off process with these tools. The build gets harder to maintain as policies and audiences grow.
What DocRead adds
- Assign a policy to a defined group
- Set a deadline
- Send reminders
- Escalate overdue readers
- Test understanding with a quiz
- Report who acknowledged which version
What can you manage with DocRead?
- Policies and procedures
- Distribute, track and report on every policy from one place. For the full lifecycle, from draft to review, see policy and procedure management software for SharePoint and Microsoft 365.
- Standard operating procedures
- Send each SOP to the teams who carry it out and keep a record that every person read the current version. See SOP management software for SharePoint.
- HR, compliance and information security
- Give new hires their required reading on day one, roll out acceptable-use policies to every user, and show auditors who acknowledged which policy, and when, without rebuilding spreadsheets.
Trusted in regulated industries
- Energy
- Colonial Pipeline
- Pharmaceuticals and healthcare
- Peregrine Pharmaceuticals
- Five Star Senior Living
- Financial services
- Enstar Group
- Age Partnership
- Public sector
- North Wales Police
- Transport
- Fiji Airways
DocRead has enabled us to see a massive efficiency improvement... we are now saving 2 to 3 weeks per policy on administration alone.
I am so impressed by the support team at Collaboris. They are always fast to respond to my support requests and are very helpful.
Collaboris began in 2007 as a Microsoft SharePoint consultancy and released DocRead in 2011.
Read DocRead reviews on G2 →Frequently asked questions about DocRead
Something else on your mind? Talk to us.
What is DocRead?
DocRead is policy acknowledgment software from Collaboris that runs inside SharePoint and Microsoft 365. It assigns policies and procedures to groups, sets reading deadlines, sends reminders, escalates overdue tasks to managers and records a time-stamped acknowledgment of the exact version each person read.
Which DocRead edition do I need?
Choose DocRead for Microsoft 365 if your policies live in SharePoint Online. Choose DocRead for SharePoint Server if you run SharePoint Server 2019 or 2016 on-premises. Microsoft ended extended support for both server versions on July 14, 2026, so organizations moving to SharePoint Online can move to the Microsoft 365 edition.
How is DocRead different from a SharePoint document library?
A library stores and versions your policies. DocRead adds assignments, deadlines, reminders, escalation, quizzes and acknowledgment reports on top of that library. Your documents stay where they are.
Can we target policies by department or role?
Yes. Assign policies to SharePoint groups or Microsoft Entra ID groups, so people receive only the policies that apply to them.
What happens when someone new joins?
When a user is added to a group that DocRead tracks, DocRead assigns them every required document for that group.
Can readers acknowledge a policy without opening it?
No. In both editions, readers must open a document before they can confirm they have read it.
Can we test whether people understood a policy?
Yes. DocSurvey adds quizzes with your own pass marks and retry limits. A reading task is complete only when the reader passes.
What records does DocRead keep for audits?
Every assignment and acknowledgment is logged with a date and time. You can view completion by person, group and document on dashboards, or export the records for auditors.
How is DocRead licensed?
DocRead is licensed per user, and only people who receive reading assignments count. One license covers one person however many policies they receive. Request a quote for either edition.
Is there a free trial?
Yes, for SharePoint Server. The trial runs for 30 days with 50 user licenses on SharePoint Server 2019 or 2016. For Microsoft 365, book a demo.
See DocRead in your own SharePoint
Book a demo and we’ll show you how DocRead would handle your policies, groups and reporting. Prefer to test it yourself on SharePoint Server? Start the 30-day free trial.