5 Reasons to use SharePoint for Standard Operating Procedure (SOP) Management

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, […]

Target external content with Office365 and DocRead

Target external content with Office365 and DocReadMicrosoft 365 / SharePoint Online is an amazing place to store documents and important information. Documents and links are searchable, sharable and secure. SharePoint security ensures any sensitive information does not get into the wrong hands. From time to time you may need to give the effect of storing documents […]

5 Tips to maximize Internal Communications in SharePoint

5 tips showing how to use SharePoint for Internal CommunicationsIf you are responsible for communicating with various groups of staff in your organisation, then you need a good set of tools that allow you to do this in a very pain free manner.If you have access to SharePoint (or Office 365), then there are lots […]

Using metadata to classify policies

Using metadata to classify policiesIn this post, we will to find out how SharePoint metadata can be used to tag and classify a policy to make it more discoverable.Along with search, managed metadata is a service in SharePoint that operates at the organization level to allow for comprehensive classification and tagging of enterprise content. As […]

Policies and Procedures Lifecycle: Policy creation and revision

Policy creation and revisionThis post explains how SharePoint’s document management features can be used to help manage the policies and procedures lifecycle.SharePoint is big, really big!SharePoint is now the worlds most popular document management system. Most organizations are using SharePoint to not only manage their documents but also as an Intranet, search engine, application hosting […]

Using a basic SharePoint workflow to approve a policy change

Using a basic SharePoint workflow to approve a policy changeSharePoint Server 2016 SharePoint Server 2013 Enterprise SharePoint approval workflows can be used for a variety of different purposes. In this post I’m going to show how a SharePoint Policy Approval workflow can be used when a document / policy or procedure is changed.What is SharePoint workflow?Workflows […]

How to Add Users to a SharePoint Group

How to Add Users to a SharePoint GroupDocRead for SharePoint is the only policy management software that integrates straight into SharePoint and allows compliance professionals to distribute and track their policies and procedures. When speaking with customers, I often need to supply them with quick “how to” guides that help remind them how to do some of the […]

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 […]

How to use a ‘Link to a document’ in place of a real document in SharePoint.

How to use a ‘Link to a document’ in place of a real document in SharePoint.Note: The information in this post relates to on-premises SharePoint only.  If you want to see the equivalent information for SharePoint Online / Office365 / Microsoft 365, please go here.Note: The information in this post relates to SharePoint Online / Office 365 / […]

What is the difference between a SharePoint Group and a SharePoint Audience

What is the difference between a SharePoint Group and a SharePoint AudienceWhat is a SharePoint Group?A SharePoint group can be created by a user from within SharePoint and requires that user to manually add or remove users. A SharePoint group can also contain many Active Directory groups (which themselves can contain child AD groups). SharePoint groups […]