Ease the pain caused by policies requiring frequent reviews and revisionsThis post will look at some of the problems faced when policies need frequent reviews. It will also consider when employees need to understand those revisions and be kept up to date with developments. If you’re setting up the steps for reviewing the policies themselves, […]
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How to Assign Required Policies with Microsoft Entra ID Dynamic Groups Not every employee needs to read every company policy.A new hire may need onboarding policies. Someone working in Finance may need financial controls. An employee with access to sensitive customer information may need additional data protection policies. And employees working in different locations may […]
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Standard Operating Procedures – A complete guideStandard Operating Procedures (SOP) are key to many businesses these days. Not only do they document the successful process to maintain a quality product, output or procedure. In many circumstances they are the key to ensuring regulatory compliance. This SOP guide provides an overview of the creation process.The creation of […]
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Microsoft Purview vs Policy Acknowledgment Software: What Each Tool Does (and Doesn’t) Do Microsoft 365 gives organizations a lot of compliance tools. But not every compliance problem is the same.Microsoft Purview can help organizations classify sensitive information, manage retention, investigate activity, and meet broader regulatory and compliance requirements.But what happens when the question is much […]
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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. For SharePoint Server 2019, 2016 and the classic experience, see our guide to SharePoint links. Maybe you have documents in external systems […]
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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 […]
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SharePoint Links: How to Add a Link to a Document in a Library (Online and Server)Last updated: November 9, 2026 SharePoint links let you show a document in a library without storing the file there. The link sits in the library next to your other files, but it points to wherever the real content lives: […]
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Advanced DocRead reporting with Power BI The DocRead reporting suite provides several reports to help you manage your compliance tasks. The out-of-the-box reporting options allow administrators and line managers to track progress with real-time reports. Whilst powerful out of the box, it’s impossible for the suite to cover more customised reporting requirements. That’s where Power BI comes […]
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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 […]
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Rich SharePoint content insights with DocRead and Power BIDocRead is an add-on for SharePoint that allows you to target and track content to the right users in your organization.DocRead comes with a report suite that is accessed from the DocRead admin pages inside SharePoint. Whilst powerful out of the box, it’s impossible for the suite […]
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