Category Archives for "DocRead"

Preparing for the next big compliance threat

Preparing for the next big compliance threatAs a compliance manager, you play a critical role in ensuring that your organization is prepared for any and all compliance threats that come its way. With the rapid pace of change in the business world and the ever-evolving landscape of regulatory requirements, staying ahead of the curve can […]

Regulatory Compliance – Information Management Policies

Regulatory Compliance – Information Management Policies Information Management Policies in SharePoint in my experience, are not used that heavily, but are an extremely easy way to apply policies to your documents. They are accessible from ‘Library Settings’ and are configurable per content type. For example, this means that all ‘documents’ in the library will have the policy applied. […]

Types of audiences that can be used by DocRead

Note: The information in this post relates to DocRead for on-premises SharePoint only. DocRead uses the SharePoint API to get the list of users that have been assigned to a DocRead audience. Because of limitations with this API DocRead audiences can only contain individual windows users, SharePoint Groups, ASP.Net roles, standard Windows security groups and SharePoint audiences. […]

Preventing Rogue Policies in the Workplace

Preventing Rogue Policies in the WorkplaceRogue policies are workplace policies that are not created or approved by management. They may also be in direct violation of corporate policy. These policies can have a negative impact on your business if not managed properly.The most common sources of rogue policies are Employees who are trying to bypass the […]

Manage Policies and Procedures in SharePoint

Manage Policies and Procedures in SharePointNo matter what size your organization, at some point you will need to ensure that certain employees read and acknowledge policies and procedure documents – for example company policies, risk assessments or employee manuals. Depending on your organization, industry and compliance regulations the list of documents can seem endless. Creating […]

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 […]

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 […]

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 […]

Five ways to improve internal communications in your organisation

Five ways to improve internal communications in your organizationSpeak to the HR or Marketing department of most companies and they will tell you the importance they place on good internal communications. Every organization values how it speaks to its own staff, and trumpets the methods it uses to give people a voice. Yet despite these best […]

How to manage third-party risk with SharePoint

How to manage third-party risk with SharePointSharePoint has long been used as a tool to collaborate and communicate with external third-parties. It’s document management tools make it particularly well suited to co-working on many types of project. It’s flexible permissions, and self contained site structure model lends itself neatly to creating easy to use project […]