How to get employees to read and agree to your employee handbook with SharePoint

How to get employees to read and agree to your employee handbook with SharePointOne of the biggest challenges facing organizations today is not the creation and maintenance of the employee handbook, but how to ensure employees read and acknowledge / agree to it. Traditionally this has been achieved by creating a glossy brochure and requesting […]

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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 […]

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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 […]

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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 […]

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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 […]

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Planning Your Compliance Management System

Planning Your Compliance Management SystemCompliance has never been more important! Every industry has its own rules and regulations, with global, national and local legislations also shaping an organizations management. A compliance management system can help provide the framework for adhering to the relevant standards. It can also ensure your organization achieves this in a structured, […]

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How to delete a Survey

How to delete a SurveyNote:  This content applies to the on-premise version of DocRead only. For the Office 365 version have a look here. To delete a survey you first need ensure that it is not attached to any document or else the users will receive an error if they try to complete it via the document […]

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Error Loading Survey: You have already completed this survey

Error Loading Survey: You have already completed this surveyNote:  This content applies to the on-premise version of DocRead only. For the Office 365 version have a look here. If users are having problems accessing surveys attached to DocRead tasks and receive the following error: Please check that the survey has been created using the option “allow multiple responses” […]

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