Free Policy Template for Microsoft Word A free policy template for Word is an editable .docx file that gives every policy the same structure: a title page with version number, a table of contents and nine sections from Introduction to Review History, each with guidance notes to replace. Download it free, with no sign-up, then […]
Read more
How to link fields in a document to an O365 libraryLinking fields in a word document to a document library can save time and also ensure consistency of reporting. This technique is really useful for Policies amongst other use cases. This post will provide the step-by-step instructions you need to follow to link fields to […]
Read more
Policy vs Procedure vs Process: What’s the Difference? The main difference between a policy and a procedure is purpose. A policy states what an organization requires and why. A procedure gives the step-by-step instructions for one task. A process sits between them, mapping the stages of work that meet the policy across teams. The policy […]
Read more
How to migrate DocRead from SharePoint 2013 to 2016At Collaboris, we strive to follow Microsoft’s lead when it comes to upgrading between product versions. We feel this allows us to provide the level of support that is of consistently high quality. This post explains how to migrate DocRead from SharePoint 2013 to 2019.The steps you need […]
Read more
Benefits of having a SOPs manualHaving a SOPs manual will help you have a systematic approach to your work. This will ensure that you are always following the same procedures for every single task or project. A SOP manual is an important document for any business. This is because it provides guidelines on how to do […]
Read more
Who has read your key documents?Ensuring the right people have read and understood key documents is key to any compliance process. After spending precious time creating your policies, procedures and other important documents, you need to make sure they have the desired effect. The relevant employees need to thoroughly understand your expectations and standards. Today’s […]
Read more
Compliance Management for Your BusinessWhat is compliance management?Compliance management is a process of managing the compliance risks that can arise from a company’s interactions with its customers, suppliers, partners, and other stakeholders. The goal of compliance management is to minimize the risk that a company’s actions will lead to violations of business or government regulations, […]
Read more
What Are Policies? Definition, Examples and Why They Matter Policies are the written rules that tell people what an organization expects of them. They sit behind almost everything a business does, from how employees handle customer data to how they report a safety incident. Yet many organizations still struggle with the basics: policies that are […]
Read more
How to add video to a SharePoint page in under 5 minutesAdding videos to SharePoint online or Office 365 pages is quite simple and only takes a few steps.1) Create a new page to hold the videoNavigate to the site where you want to the page to be added and select the Settings Cog, then […]
Read more
Creating a SharePoint document library dashboardSharePoint provides excellent opportunities to create document repositories. You may already have several document libraries containing all of your important company information. Policies, procedures, SOP’s, and lots of other types of documents can be stored safely and securely in SharePoint. This in itself leads to more problems! How do your users […]
Read more
