How to make sure your team read and sign documents without using paper.The notion of a paperless office has been around for years. Yet, even in the era of collaborative technologies (such as SharePoint), mobile devices and information overload, we still don’t seem able to stop signing paper.The process of reading and signing our important […]
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What is a SharePoint Audience ? A SharePoint Audience is dynamically populated group of Users that are defined based on a set of ‘rules’ that define who is a member of that Audience. Audiences are only available in SharePoint Standard and above or MOSS. Once an Audience is configured it can then be manually compiled or […]
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The impact of AI on compliance and risk managementAs technology continues to advance, organizations are turning to Artificial Intelligence (AI) to streamline processes, automate tasks and improve efficiency. While AI has the potential to bring many benefits to organizations, it is important to consider the impact it may have on compliance and risk management. In […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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