The Shortcut in Policy Management with your version of SharePointWorking within policy management or compliance teams in large or complex organizations can bring with it many challenges. Not least of which is making sure your business keeps pace with the ever-changing policy, regulation and compliance landscape. Where do you feel the pain?Take any one of […]
Read more
Lifecycle of Policy or Procedure in SharePointOver the last few weeks, I have been working on a white paper called ‘Life-cycle of a policy or procedure in SharePoint’. One of the main staples of this whitepaper is going to be diagram depicting what the life cycle looks like. Here’s a sneak preview: The starting point for […]
Read more
SharePoint Survey Results AnalysisThere are a few options once you are ready and would like to analyze SharePoint Survey Results. Three views are available to you “out of the box” and also the option export to spreadsheet. Below we will discuss the various options available to you to analyze the SharePoint Survey Results you have worked hard to collect! Overview […]
Read more
How to update multiple documents in a SharePoint document library with PowerShellWe recently received a query for DocRead to see if it was possible to set the ‘Required Audience’ and ‘Acknowledgement Days’ to about 100 policies on mass (via a script). Hence, being one who is always up for a challenge, I loaded up PowerGUI and […]
Read more
Configure SharePoint SP2019 to support SPFx applicationsThis post describes how to configure your on-premise SharePoint 2019 farm to allow you to deploy and run SPFx applications. The instructions below will take you through the steps required to install each pre-requisite. Depending on the status of your farm, you may already have some of the pre-requisites installed […]
Read more
SharePoint Groups vs AD Groups vs Global AudiencesIf you’d like to know whether to use SharePoint Groups or SharePoint Audiences to manage users, then look no further! This post will help you decipher what to use and when. I also want to include a little discussion on SharePoint Audiences as I believe they are a […]
Read more
Where to host your SharePoint Test Environment?To test the UI of a new or existing SharePoint application you are going to need somewhere with the latest build on it. By ‘build’ we mean the code that your developers have written and compiled into something that can be installed, or deployed into SharePoint. Let’s assume you have […]
Read more
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 […]
Read more
How to Create a SharePoint User 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 […]
Read more
How to use the SharePoint Collect Signatures Workflow The SharePoint Collect signatures Workflow allows you to insert signatures into Office documents, specifically Word, Excel and InfoPath and pass the document to a series of individuals so that more signatures can be collected and tasks completed. Depending on the nature of your organisation, approximately half of your […]
Read more
