DocRead vs Xoralia vs ConvergePoint: 2026 Feature Comparison Choose ConvergePoint (now Ideagen Compliance) for a full drafting-to-attestation suite in SharePoint Online, Xoralia for a Microsoft 365 policy hub with a Teams app, and DocRead to add acknowledgment to the SharePoint libraries you already have, online or on-premises. DocRead covers distribution, reminders, escalation, version receipts and […]
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Which Departments Benefit from Policy Management Software in Microsoft 365? Many organizations view policy management as a compliance exercise. In reality, it is a business-wide function that impacts everything from employee onboarding and cybersecurity to risk mitigation and operational consistency.The challenge is that policies often become fragmented across departments, stored in multiple locations, and updated […]
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How Long Does It Take to Implement Policy Management Software in Microsoft 365? When organizations consider implementing policy management software, many assume they’re facing a lengthy project filled with complex integrations, extensive training, and significant changes to existing workflows.In practice, implementation timelines are often much shorter—especially for organizations already using Microsoft 365 and SharePoint Online. […]
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What Features Should You Look for in Policy Management Software for SharePoint? Choosing policy management software isn’t just about finding a place to store documents, as most organizations already have that with SharePoint.The real challenge is making sure policies reach the right people, employees confirm they’ve read them, compliance can be monitored, and auditors have […]
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A Complete Guide to Policy Acknowledgment (and What Happens When Deadlines are Missed) When running a business, some administrative processes easily fall by the wayside. One critical process that is frequently taken for granted is policy acknowledgment. While it usually takes just a few minutes, ignoring it can leave your company exposed to massive operational […]
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How Do You Prove Policy Compliance in a Microsoft 365 Audit? In the golden age of technology, policy compliance is now easier than ever. Yet, there are still many people who take it for granted—or worse, don’t even know what it really means.For those who aren’t yet aware, policy compliance refers to an organization’s ability […]
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How to Assign Required Policies with Microsoft Entra ID Dynamic Groups Not every employee needs to read every company policy.A new hire may need onboarding policies. Someone working in Finance may need financial controls. An employee with access to sensitive customer information may need additional data protection policies. And employees working in different locations may […]
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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 […]
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Policies and Procedures management in SharePoint – 6 ways we are going to helpOver the last 2 years – whilst helping customers benefit from DocRead for SharePoint – we have discussed the management of policies and procedures (within SharePoint) on several occasions. We have found that some organizations are really struggling to understand how SharePoint can help them […]
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How to create a SharePoint Survey in under 5 minutes This post will discuss how to create a Survey in SharePoint using out of the box functionality and nothing else! The example we will use is to create a survey that asks employees to answer questions about their previous training in the organization.Step 1: Ensure […]
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