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 […]
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What is Regulatory Compliance and how it affects your businessWhat is Regulatory ComplianceRegulatory compliance is the process of meeting regulatory requirements. The regulations are usually enforced by a regulatory body such as a government or an industry association to help organizations stay in business and avoid penalties and sanctions imposed by the regulator.Regulatory compliance has […]
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Distributing and tracking your policies and procedures with DocRead and SharePointAfter your policy has been created, reviewed and approved. It should be moved to a policies and procedures site within your main SharePoint Intranet and targeted to the relevant users with DocRead. Target the policy to the relevant usersTo target your policy to the relevant […]
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10 reasons to use SharePoint for policy management Policy management and compliance is something every company has to deal with at some point. Even the smallest of organisations have policies and procedures that they need employees to read, acknowledge and subsequently sign up to. Governance activities also creep into day to day company management; HR, accounting, […]
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Policy and Procedures : Using SharePoint Search to find policies quicklyThis post is part of a series illustrating how SharePoint can help manage the life-cycle of a policy. In this post we explain how SharePoint search can meet the requirement below: “It should be possible to find a policy in seconds“. To view all of […]
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DocRead Modern Experience Pack installation instructionsThe video below shows how to install the DocRead Modern Experience Pack in your SharePoint 2019 farm. The Modern Experience Pack is an add-on for DocRead that brings all the DocRead functionality to SharePoint 2019 Modern Experience. Please noteBefore you proceed with the installation shown on the video below you […]
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DocRead & DocSurvey V5.0Note: The information in this post relates to DocRead for on-premises SharePoint only. 2nd December 2021 – Build 5.0.21281.2Improvements and bug fixesFixed issues with the web-parts loading overlay in Classic Mode.Fixed issues with dynamically loading data in the task panel. Performance improvements in loading data from web-services.Modern Experience Pack for SharePoint 2019New DocRead task list […]
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SharePoint Survey Permissions Explained SharePoint Permissions can be complex at the best of times. After all, we have constructs like inheritance, group / user permissions, permission levels and so on. This post will attempt to tackle some of the security questions that you may have asked when dealing specifically with SharePoint Survey security and permissions. We […]
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How to set default column values on a document in SharePointIf you haven’t heard about ‘Location-based metadata defaults’ or ‘Column default value settings’ then I hope to explain it simply. Try to think of it as a rather cool way to apply default values for your documents metadata (columns) based on which document library folder […]
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5 Reasons to use SharePoint for Standard Operating Procedure (SOP) ManagementIt is fair to say that with the highly regulated world we live in, for many industries, a good Standard Operating Procedure (SOP) management system and approach is the key to achieving regulatory compliance.When people are looking to implement or improve their SOP management system, […]
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