ConvergePoint vs Xoralia vs DocRead: A Real-World Policy Management Comparison

ConvergePoint vs Xoralia vs DocRead: A Real-World Policy Management Comparison If your organization uses Microsoft 365 / SharePoint to manage policies and compliance, picking the right tool matters—especially when proving that people actually read critical documents.ConvergePoint, Xoralia, and DocRead all operate around policy and compliance, but they serve different needs. Below is a straight comparison […]

“Why Managing Document Versions in SharePoint is So Hard (and What to Do About It)” expanded

“Why Managing Document Versions in SharePoint is So Hard (and What to Do About It)” expanded By now, most of us have had the pleasure (or, let’s be honest, the occasional headache) of working with SharePoint at some point in our careers. Along the way, we’ve all bumped into one feature we wish behaved a […]

Creating a Policy Approval Workflow with Power Automate

Policy Approval WorkflowAutomated policy approval workflows offer several benefits that can significantly enhance the efficiency and accuracy of policy creation within an organization. Here are some of the key advantages:Increased Efficiency: Automation speeds up the document approval process by eliminating manual steps. This results in quicker turnaround times for document approvals.Reduced Errors: Automated workflows minimize […]

Creating policy review reminders in SharePoint

Creating policy review reminders in Office 365You might want to set up a reminder process to ensure you don’t forget to review a policy. However, creating reminders for starting a policy review process can bring many benefits, including: Ensures Compliance: Regular reminders help ensure that policies remain compliant with current laws and regulations. This in turn […]

Running a SharePoint software company

Running a SharePoint software company When setting out on the road to develop and sell a product in SharePoint – as we were four years ago – you will more than likely have the idea that writing the code and perfecting your product is the key to success. You will probably have thoughts like “My […]

Upgrading a custom application to SharePoint 2013

Upgrading a custom application to SharePoint 2013Just before Christmas I was tasked with the wonderful job of getting DocRead (our Policy Management Software for SharePoint) working on SharePoint 2013. At this point, although things appeared to be working, we encountered a few issues during testing. We also needed to make DocRead look and feel like a […]

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. […]

How to use SharePoint with your trusted partners

How to use SharePoint with your trusted partners For many SharePoint is a bit of a black box. A large number of companies use it as an Intranet or document management system, but few really understand exactly what it can do. SharePoint itself isn’t entirely without blame. The platform has so many features and functions that […]

Eight benefits of using SharePoint as an Extranet

Eight benefits of using SharePoint as an ExtranetSharePoint has a long history of being put to work as an enterprise grade Intranet platform, allowing organisations of all shapes and sizes to drive employee collaboration and communication. Its use as an Extranet tool isn’t quite so common, which is mainly down to some companies not fully […]

How to Add Users to a SharePoint Group

How to Add Users to a SharePoint GroupThis blog post explains how to add users to a SharePoint group! Treat it as a quick-reference guide. You can find step-by-step instructions for both SharePoint online and on-premises versions of SharePoint below.SharePoint Online 1. First, log in as an administrator and navigate to the site where the […]