DocRead Cockpit release notes – V1.1.3

DocRead Cockpit – Release 1.1.3 In this post, I’ll cover the latest enhancements introduced in the DocRead Cockpit version 1.1.3Export to CSVIn our aim to continue to improve DocRead based on customer feedback we are pleased to announce that we just added the ability to export Assignments and Receipts search results as a CSV file. […]

Keeping track of compliance tasks for new hires in Power BI

Keeping track of compliance tasks for new hires with Power BI Ensuring all of your compliance tasks are completed on time and by the right people can be complicated. Additional complexity arises when new people join the organization, or move within it. However, as with a lot of things, a little control and planning can minimize […]

Creating a SharePoint Audience for New Employees

How to create a SharePoint Global Audience for New EmployeesAutomatically identifying a ‘new employees’ group in SharePoint can be achieved really easily using the SharePoint Global Audience function. Global Audiences can be automatically compiled based on a set of rules that you specify. The only restrictions are that this data must be captured and maintained in […]

How do you know if your new employees have read key documents?

How do you know if new employees have read key documents?When a new employee joins your organization a smooth onboarding process will ensure they transition to their role effectively. The new employee will want to complete the onboarding process quickly so they can begin their new role. You want to ensure they have completed all […]

Creating links to external content in Office365

Creating links to external content in Office365From time to time you may need to give the effect of storing documents in SharePoint Online, without them actually being stored in SharePoint Online document libraries. Maybe you have documents in external systems that you want to make available with SharePoint Online. Alternatively, you may have found an […]

How to Distribute a Training Video with DocRead for SharePoint

How to Distribute a Training Video with DocRead OK, so here’s the thing – you’ve created a fabulous training video and you now need to ensure that all relevant staff watch it and follow your guidance.In Office 365/ SharePoint onlineFirst, create a new video library to contain your videos. You can upload your videos directly into […]

How to add video to a SharePoint page

How to add video to a SharePoint page in under 5 minutesAdding videos to SharePoint online or Office 365 pages is quite simple and only takes a few steps.1) Create a new page to hold the videoNavigate to the site where you want to the page to be added and select the Settings Cog, then […]

Build a policy lifecycle solution with SharePoint and Microsoft 365 – Part 2

Build a policy lifecycle solution with SharePoint and Microsoft 365 – Part 2Welcome to part two of this series explaining how to create an effective policy lifecycle. Click here to read part one if you missed it. How to create a policy lifecycle solution with SharePoint and Microsoft 365 – seriesResearch and createCollaborate and approve […]

Build a policy lifecycle solution with SharePoint and Microsoft 365 – Part 1

Build a policy lifecycle solution with SharePoint and Microsoft 365 – Part 1Using the in-built features of SharePoint and off the shelf “no-code solutions”, it is possible to move from “out of the box” SharePoint to a fully featured Policy Management solution in a relatively short space of time.Ultimately, the decision to create a policy […]

How to automatically assign reading tasks to new employees

How to automatically assign reading tasks to new employees“We are currently using DocRead to manage an employee handbook. We have a group of every user in the company we have sent the handbook out to a couple weeks or so ago. This coming week we have 2 new users starting that we want to read and acknowledge […]