All Posts by Helen Jones

Free Policy and Procedure Template for Microsoft Word

Free Policy and Procedure Template for Microsoft Word This free policy template for Microsoft Word is a 34 KB .docx file with a title page and version number, a table of contents and nine sections, each with a guidance note to replace. Download it with no sign-up, write your policy or procedure, then publish it […]

How to link fields in your policy template to an O365 library

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 […]

Policy vs Procedure vs Process: What’s the Difference?

Policy vs Procedure vs Process: What’s the Difference? By Helen Jones · Last updated November 2, 2026 A policy states what an organization requires and why. A process maps the stages of work, often across teams, that deliver an outcome within that policy. A procedure gives the exact steps for one task inside the process. […]

Migrating DocRead from SharePoint 2013 to SharePoint 2019

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 […]

Benefits of an SOPs Manual

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.  If you also need to document the policies behind your SOPs, see how to build a full policy and […]

Creating an Audience report for your document

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 […]

Compliance Management For Your Business

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, […]

What Is a Policy? Policy Definition, Meaning and Examples

What Is a Policy? Policy Definition, Meaning and Examples By Helen Jones · Last updated November 2, 2026 A policy is a written rule or guiding principle that tells people what an organization expects of them, what is allowed or not allowed, and why. Policies are approved by leadership, apply to a defined group, and […]

How to add video to a SharePoint page

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 […]

Creating a SharePoint Document Library Dashboard

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 […]