Announcing the new DocRead 365 Analytics Module

Announcing the new DocRead 365 Analytics ModuleWe are thrilled to announce the release of our brand-new DocRead Analytics Module add-on! This powerful new feature gives our DocRead 365 customers the ability to create their own employee compliance reports using Power BI, adding a level of flexibility and customisation that many of our customers have been […]

How to get your DocRead data into Power BI

How to import your DocRead data into Power BI The DocRead reporting suite provides several different reports to help you manage your compliance tasks. The out of the box reporting options allow administrators and line managers to track progress with real time reports. For more in-depth reporting needs linking your DocRead databases to Power BI […]

10 Steps for Implementing Successful SOPs with SharePoint

SOP Implementation in SharePoint: 10 Steps That Actually Stick Successful SOP implementation comes down to ten steps: define the purpose, understand the audience, choose a usable format, engage the right authors, structure the content, write plainly, test with real users, store it where people actually look, prove it was read, and confirm it was understood.  […]

Free Policy and Procedure Downloadable Template

Free downloadable Policy Template Here is a free downloadable policy template to help you standardize policies across your organization. Using a template means your policies follow the same format and are therefore easier for people to understand and follow. Standardizing policies is a great way to make sure that every aspect of your company is following […]

Standard Operating Procedures Guide – Scope and Purpose

SOP Scope and Purpose: Start With a Clear Policy Definition Most SOPs that fail do not fail on the steps. They fail on the two short sections at the top: the purpose, which says why the procedure exists, and the scope, which says who it covers, where it applies and where it stops. And both […]

Standard Operating Procedures Guide – Format & Writing Style

SOP Format and Writing Style: How to Structure and Write an SOP This is part four of our seven-part series on the SOP lifecycle. By this stage you have defined the SOP’s scope and purpose and worked through choosing your audience and authors. Now it is time to decide what the procedure will look like […]

Manage employee acknowledgement forms with DocRead and SharePoint

Employee acknowledgement forms: what they are and how to manage them with DocRead and SharePoint What is an employee acknowledgement form?An employee acknowledgement form is a short record in which an employee confirms they have received, read and understood a specific document — a policy, a procedure, a manual or an employee handbook. It is […]

DocRead vs PowerDMS: Policy & Training Tools Comparison

DocRead vs PowerDMS: Policy & Training Tools Comparison Many organizations already pay for Microsoft 365 and use SharePoint for document management. DocRead (plus DocSurvey) builds on SharePoint to deliver policies, track acknowledgements, and add quizzes—without adding a new platform.PowerDMS is a standalone suite that requires separate licenses, employee training, and ongoing admin support. Total cost […]

ConvergePoint vs Xoralia vs DocRead: Which SharePoint Policy Management Software Handles Governance at Scale?

ConvergePoint vs Xoralia vs DocRead: Which SharePoint Policy Management Software Handles Governance at Scale? If you are weighing ConvergePoint vs Xoralia vs DocRead, here is the short answer: ConvergePoint fits large, heavily regulated enterprises that need full policy lifecycle management, Xoralia fits organisations that want a modern Microsoft 365-native policy hub with audience targeting and […]

Policy management in SharePoint: the complete guide

Policy management in SharePoint: the complete guideSharePoint policy management means using SharePoint in Microsoft 365 to draft, approve, publish and version your policies, then adding a way to assign them, chase readers and record acknowledgments. SharePoint handles storage, versions and approvals well. It can’t assign reading or record a confirmed sign-off on its own, which […]