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 […]

Advanced DocRead reporting with Power BI

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 […]

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 […]

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 […]

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 […]

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. […]

The Effect of Reset Task on Receipts

The Effect of Reset Task on ReceiptsReset task can be really useful if you already have a policy assigned by DocRead to the relevant audience and simply need to update / refresh the policy and get everyone to re-acknowledge the new policy. Before we look at what changes when you reset a task, let’s take a […]

How to migrate DocRead from SharePoint 2016 to SharePoint 2019

How to Migrate DocRead from SharePoint 2016 to SharePoint 2019Note: The information in this post relates to DocRead for on-premises SharePoint only. If you are considering migrating your SharePoint 2016 Farm to SharePoint 2019 then please read through this article for steps on how to achieve this. Before proceeding, it’s important that you read ‘migrating between editions‘ […]

Automated content targeting in SharePoint with DocRead Reading tasks

Automated content targeting in SharePoint with DocRead Reading TasksWhat is a Reading Task? A DocRead ‘Reading Task’ is something an end-user must complete when they are required (or recommended) to read a document by a specified deadline. If a publisher assigns a document to a group of users with 150 users, then this will create […]