Manage your Policy Management Lifecycle in SharePoint

Manage your Policy Management Lifecycle in SharePointIf you are one of the many policy management professionals who have been tasked with improving the policy management lifecycle in your organization, then this post will give you some insight into why SharePoint is a cool choice! Firstly, I am a big fan of SharePoint and I also […]

What happens if an audience is changed on a DocRead configured document?

What happens if an audience is changed on a DocRead configured document?This blog post will explain what happens to DocRead tasks and reading receipts when a SharePoint Group or Global Audience is changed on a previously configured document with DocRead. Let’s assume a document is configured to be sent to a group by configuring the […]

The importance of assigning owners to your policies

The Importance of assigning owners to PoliciesPolicies are an essential part of any organization. They provide guidance and direction on how to achieve specific goals and objectives. However, having policies in place is not enough. It is crucial to ensure that they are implemented and followed correctly. One effective way of achieving this is by […]

A guide to compliance terminology

A guide to compliance terminologyCompliance terminology may be used in many different organizational settings and for many different reasons. If you have ever wondered what the difference between a policy or procedure is, then read on! Compliance terminology definitionsPolicy: A policy is a plan or course of action adopted or pursued by an organization, government, or […]

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. A SOP manual is an important document for any business. This is because it provides guidelines on how to do […]

The Effect of Reset Task on Receipts

The Effect of Reset Task on ReceiptsReset task can be really useful if you already have a policy assigned by DocRead to the relevant audience and simply need to update / refresh the policy and get everyone to re-acknowledge the new policy. Before we look at what changes when you reset a task, let’s take a […]

Permission levels required to create a Survey in SharePoint

Permission levels required to create a Survey in SharePointThe permissions to create Surveys are controlled by SharePoint itself. By default SharePoint allows users with the “Contributor” right to create Surveys in a site (so any member of the SharePoint Site Members group will get this permission by default). Using enhanced quiz / survey features in SharePoint using […]

How to migrate DocRead from SharePoint 2016 to SharePoint 2019

How to Migrate DocRead from SharePoint 2016 to SharePoint 2019Note: The information in this post relates to DocRead for on-premises SharePoint only. If you are considering migrating your SharePoint 2016 Farm to SharePoint 2019 then please read through this article for steps on how to achieve this. Before proceeding, it’s important that you read ‘migrating between editions‘ […]

SharePoint Lessons Learned – Don’t forget to use proven design patterns and practices

SharePoint Lessons Learned – Don’t forget to use proven design patterns and practicesSharePoint should be seen as another layer in the technology stack that your code will interact with. But just because you are using this layer you should not forget to follow good and proven design practices. The following points describe some of the […]

SharePoint Data Doc – The New Way to Access your SharePoint list data from MS Word

SharePoint Data Doc – The New Way to Access your SharePoint list data from MS WordWhen pulling content together for our weekly “SharePoint Community Newsletter” I find out about a lot of cool tools. During last weeks, I came across a really cool utility called SharePoint Data Doc. Here’s the low-down on what it is […]