Category Archives for "DocRead"

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 […]

Troubleshooting Emails from DocRead – useful things to check for

Troubleshooting Emails from DocRead – useful things to check forIf you are expecting emails to be sent out to individuals who have been assigned Reading Tasks and they aren’t – use this post to troubleshoot the most common causes. Please note – a log file will be output to the “C:\ProgramData\Collaboris\DocRead Scheduler\Logs” directory by default. […]

Creating Report Backgrounds for Power BI

Creating Report Backgrounds for Power BIPower BI allows you to create amazing visualizations from your data. You can easily get carried away and create hundreds of different combinations.  Once you have worked out the best way to summarize and display your data, chances are your Power BI report screen will look something like this:My report above […]

The importance of versioning in policies

The Importance of Versioning with PoliciesWhat is policy versioning?Policy versioning is the practice of assigning a unique version number to each iteration of a policy or procedure. This helps to keep track of changes and updates made to the policy over time. It also helps ensure that policies are up-to-date and compliant with the latest […]

Create a Reporting Hierarchy in Power BI

Create a Reporting Hierarchy in Power BI Creating hierarchies in your Power BI data provides opportunities to further enhance reporting capabilities. For instance, Power BI will automatically calculate a date hierarchy. This will allow you to drill down from annual data, to quarters, months and days. You can also create bespoke hierarchies within your data to […]

The future of compliance: trends and predictions

The future of compliance: trends and predictionsAs a compliance manager, you will be no stranger to the ever-evolving landscape of regulations and industry standards. Keeping up with the latest developments and anticipating changes is critical to maintaining a successful compliance program. In this blog post, we discuss the current state of compliance and make some […]

Do you need one document library or many ?

Do you need one document library or many?Here is a list of all the things that you need to consider when deciding whether to maintain one SharePoint document library or to use many ? As you would imagine there is no correct answer, but hopefully this list allows you to make an informed decision.Metadata NavigationMetadata navigation […]