How to link fields in your policy template to an O365 library

How to link fields in a document to an O365 libraryLinking fields in a word document to a document library can save time and also ensure consistency of reporting. This technique is really useful for Policies amongst other use cases. This post will provide the step-by-step instructions you need to follow to link fields to […]

Free Policy and Procedure Downloadable Template

Free downloadable Policy Template Here is a free downloadable policy template to help you standardize policies across your organization. Using a template means your policies follow the same format and are therefore easier for people to understand and follow. Standardizing policies is a great way to make sure that every aspect of your company is following […]

How to free up DocRead user licenses in DocRead version 3

How to free up DocRead user licenses in DocReadNote: The information in this post relates to DocRead for on-premises SharePoint only. If you need to free up some DocRead licences, because you have users that no longer work in your organization, then follow the steps outlined here. Before we explain how to free up licenses, it’s important to […]

DocRead for Office 365

DocRead for Office 365 DocRead has helped hundreds of customers maintain compliance records for over 12 years and our new product for Office 365 / SharePoint Online is nearly ready. This video gives an overview of some of the features of DocRead 365. If you you would like to know more, please use the link […]

How to target SharePoint content with DocRead

How to target SharePoint content with DocReadHaving amazing content stored in SharePoint is great, but how do you ensure people know where to find it? Targeting SharePoint content to groups of users is easier than you may think!This post shows how easy it is to use DocRead to target documents, or any other content stored in SharePoint. […]

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 […]

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 […]

Downloadable background templates for your Power BI reports

Downloadable background templates for your Power BI reportsPower BI allows you to create amazing visualizations from your data. Once you have worked out the best way to summarize and display your data, adding a background can make your dashboard really stand out. At the bottom of this post, you will find some free background templates […]

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 […]

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

How do you know if your new employees have read and understood 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 […]